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

To: John Stewart who wrote (2663)	2/16/2000 8:57:00 PM
From: lrrp	Read Replies (1) \| Respond to of 3661

John, I guess my thinking is flawed. I thought the switch to 300mm wafer would be in this cycle. From K. Derbyshire on the Blood thread: "(( >> For starters, do you happen to know how many fabs will be coming on stream and how much they will increase aggregate capacity (in percentage terms)? Also will production capacity be increased by other means, such as larger wafers, and how much will that increase capacity?<< No, I don't have good estimates for how much capacity will be coming online. But all the major players have announced significant expansions, and some, particularly foundries, are continuing to spend far more on capacity than the sustainable 15-20% of revenues. No, I don't expect 300 mm wafers to play a major role in this cycle.)) " I thought alot of mattsons business was based on the theory of the bridge tool being used in the next 18mos. steve