Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Ian@SI who wrote (2413)	1/13/2000 7:07:00 AM
From: John Stewart	Read Replies (1) \| Respond to of 3661

Ian; I just Emailed Phil with my estimate :') We'll leave it at that. ..On to other things. Reading the announcements in Tawain, it's clear that Mattson's recently established #1 position in market share will grow wider than I have previously thought. It could hit 50% if we go on several more years with this cycle. ..Another thought. If AMAT has begun to gobble up the little fish, don't you think that would perk NVLS and LRCX interest in doing the same? If one of the 3 were to go after MTSN, I think LRCX would be the one. ..I don't think, however, this is likely to happen this year. Best Regards, John Stewart