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

To: John Stewart who wrote (3242)	1/31/2001 6:30:42 PM
From: Ian@SI	Read Replies (1) \| Respond to of 3661

John, During the conference call, it sounded to me as if MTSN is getting an unexpected $200M, mostly in receivables, with the Steag part of the merger. Even with the new number of shares, 35M rather than the 21M used for 4Q numbers, that sounds like a real windfall to me. This is absolutely huge. Like about an extra $6 / share in assets that are very close to cash... Unless Steag only sold its equipment to deadbeats. Am I missing something? ... or was Steag's accounting system so atrocious they didn't know what they agreed to when they signed off on the merger. Appreciate your insight. Thanks. Ian