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

To: John Stewart who wrote (2758)4/6/2000 6:50:00 AM
From: lrrp  Respond to of 3661
 
John, you get up too early<G>. seriously; dont you think bookings have been more conservatively managed for the whole semi group (this time it' s different !<G> and the btb will not be flat-- and you will sell jnj and buy the other 60% of mtsn back? steve



To: John Stewart who wrote (2758)4/7/2000 11:14:00 PM
From: Q.  Read Replies (1) | Respond to of 3661
 
Foundries will increase capacity 57% this year and 34% in 2001.

Message 13371888

Since Mattson is a big supplier to Taiwanese foundries, this news is interesting. Lead times being what they are, Mattson will see a decrease in BTB sometime in the middle of this year.

OTOH, year-over-year decrease in revenues will still remain strong going into 2001.


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