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

To: James Calladine who wrote (2281)	12/10/1999 2:02:00 PM
From: Ian@SI	Respond to of 3661

Jim, This exchange reminds me of one I had with Phil last month. So this is my last post on this subject. And I'm sure a duplicate of many prior posts. 1. MTSN is a microcap. It has 2 established product families - Strip and CVD. It also has 2 emerging product families. It is not AMAT. As I've pointed out before, AMAT gets several orders each quarter, each of which are larger than MTSN's total annual revenues. 2. Semi Equipment companies are usually prohibited by their customers from publicly communicating the size or other specifics of orders received - not just MTSN, all of them. 3. For tangible signs of life, I find the best measure to be revenue growth in this sector. If the only thing that will make you happy is press releases, try another sector or a much larger cap stock. MTSN will probably never meet your investment criteria. Ian. P.S. Of the 20-25 equipment companies I follow, the only other ones in the black today are NVLS and UTEK.