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: John Stewart who wrote (2415)	1/13/2000 9:59:00 AM
From: Ian@SI	Read Replies (1) \| Respond to of 3661

John, Thanks for humouring my paranoia about establishing unrealistic whisper numbers. Now what did you tell Phil? ;-) (Just joking. I'll wait for the real thing.) Re takeover by NVLS / LRCX. IT would be ironical to see NVLS which Brad founded attempt to take over his current success. While LRCX needs MTSN and its technology, LRCX failed to acquire NVLS about 3 years ago because Emerick wouldn't step up and pay 1 LRCX share for each NVLS share. Since then, NVLS has split twice, LRCX 0 times; and NVLS is still trading at a significantly higher price / share than Lam. I doubt that even with the new management that LRCX has learned how to properly value the potential that MTSN has. And I really don't see what incentive Brad would have to sell at a low price. JMHO, Ian.