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To: Ian@SI who wrote (3348)	4/17/2001 6:33:29 PM
From: Demosthenes	Respond to of 3661

Ian, I remember Brad saying emphatically in the Q4 CC that the timing of the slowdown would could work to MTSN's advantage in that it would give them room to act more effectively in the integration of the companies. The press release does not startle me. D

To: Ian@SI who wrote (3348)	4/17/2001 8:05:34 PM
From: John Stewart	Read Replies (1) \| Respond to of 3661

Ian; Given the current market conditions, you are surprised by a BTB of 0.8 and that Q2 rev's will be 20% lower than Q1? Really, I think this is a little better than the sector in general right now. Best Regards, John Stewart

To: Ian@SI who wrote (3348)	4/17/2001 11:11:40 PM
From: tejek	Respond to of 3661

MTSN delays earnings release until May 8th, and warns for the Quarter as well as for the balance of the year. Shit, with atrocious news like this, it can't get any worse. Thus, according to Jonathan Joseph's logic, it's time to buy as it will be clear sailing from here. NOT I think J. Joseph's call is off the wall, but I see this release by MTSN as a buying opportunity for MTSN. B. Mattson has steered MTSN well thru the last downturn and I don't think things will be different this time; in fact, I am expecting MTSN to move up a tier. Besides, fwiw, the best time to buy semi equipment stocks is when the B to B is under, not over 1.0. ted