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

To: Philip W. Dunton, Jr who wrote (3139)	10/28/2000 7:58:10 AM
From: John Stewart	Read Replies (1) \| Respond to of 3661

Phil; I think the shareholders of GSNX got a good deal, and not so good for NVLS. It appears to me that the shift to 300mm is happening at a fairly swift rate, and GSNX has very little market share there. I'm hearing about alot of new 300mm strip business for Mattson (50%+ share), some for Fusion (Eaton), and a very distant third for GSNX. With capacity buys in 200mm drying up quickly GSNX sold at the right time. I've heard rumors for usually reliable sources that GSNX had been trying to sell themselves on and off for 3 years and that NVLS approached MTSN early in 2000 about takeover and Brad told them to get lost. I'm sure NVLS will be a stronger competitor than GSNX alone, but feel they will be not much of a threat for the next few years due to the misstep into 300mm entry. Best Regards, John Stewart ps. BTW, I think we will be blown away with the 4Q %300mm bookings for MTSN and the bookings # overall. Huge orders for the MTSN/STEAG/CFM trio are in the bag and have not yet been announced.