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To: Q. who wrote (2417)1/13/2000 5:31:00 PM
From: Ian@SI  Respond to of 3661
 
John,

With MTSN's Market Cap under $400M, there are numerous potential buyers.

A foreign buyer that isn't listed on a US exchange would be undesirable from a tax perspective to many current owners.

Part of Brad's decision would be the probable growth rate of the acquirer and the likely impact of the merger on that growth. Right now, MTSN's growth prospects (in % terms) are quite dramatic relative to the sector.

Personally, I'd strongly prefer to see MTSN remain a standalone company for this cycle.

Ian.



To: Q. who wrote (2417)1/13/2000 5:42:00 PM
From: John Stewart  Read Replies (1) | Respond to of 3661
 
IMHO,

Brad would like to sell this cycle near the peak. If my estimates of $75 come true, a buyout would be >$100. I had heard 3rd hand that Brad and Emerick were on "friendly" terms and that a few years back they were very interested in Mattsons product stream. LRCX is located in Fremont also and many MTSN employees came from there.

Just some random thoughts,
John Stewart


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