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To: Nick Michell who wrote (2088)10/29/1999 9:36:00 AM
From: Ian@SI  Respond to of 3661
 
Nick,

I hope you live on the West Coast! 1:13AM and you're asking MTSN questions. ;-)

Equipment companies don't announce where they've placed evaluation systems. For some strange reason, they think this is highly confidential and don't wish to alert the competition that there's an opportunity emerging. Personally, I don't think that's the way buyers operate today, or for that matter, the way they ever operated.

But, yes, it's reasonable to presume that MTSN has placed, or is attempting to place evaluation tools in every one of the top 20 chip makers development fabs. (unless of course that chipmaker is already a production customer)

No major comments on epi that I remember this time. In the prior Q's conference call, I believe Brad was quite pleased with the progress made. This quarter, I believe he mentioned 2 systems were shipped: 1 in Japan and 1 in the US.

Hope this helps.

Thanks for not asking any tough TA questions. :-)

Ian.