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Technology Stocks : Mattson Technology -- Ignore unavailable to you. Want to Upgrade?

To: lrrp who wrote (2199)	11/16/1999 9:36:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 3661

Steve, I can't answer the organization questions. It's not a factor in which I have sufficient knowledge to make any investment judgments so I don't gather that info. Perhaps others might help. I would suspect that the $0.74 comes from guidance from our CFO to Soundview; thus it would include the company's best view of all product sales. IMO, during the early stages of an upturn, these estimates tend to be conservative. Thus we can expect upward revisions as we go through the year and the years. MTSN becoming a $B company during this cycle would exceed my wildest expectations and probably even come close to John S's fondest dreams. You're talking about them moving from a rounding error relative to AMAT's revenues to being a substantial player in the equipment market. It will happen. I'm just not certain that it will happen this cycle. I could be convinced,however. :-) Ian. P.S. Thanks for the grub of post # 2200.