Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Alan Gallaspy who wrote (3389)	6/7/2001 6:37:20 PM
From: John Stewart	Respond to of 3661

Alan; Yes, ALCS is gaining significant market share with 300mm, but so has MTSN, who will be #1 by a wide margin in this area. This leaves NVLS(GSNX) with almost nothing, who the other 2 got most of that share from. BTW, with ALCS having the INTC account, it's possible could have the #1 300mm position, as measured in sales this year, but it will be brief. Also, don't forget the Highlands system, it's gonna be very big. I think they must be waiting for Semicon to announce it, but many units in in the field already. Best Regards, John Stewart