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To: John Stewart who wrote (3527)	6/24/2002 5:10:54 PM
From: Philip W. Dunton, Jr	Respond to of 3661

John S. <<The business I'm in has picked up significantly across the board. We consider the recession over. We are typically the first down and the first to recover. I think you are squacking right as we are at the bottom. BTW, how long was Fleck a bear on Tech? Sooner or later even a blind squirrel finds a nut. To blame Bush for the current economy is a joke. These things lag by several years, so you might look at the last pres for your answer.>> You wrote that back in February, nearly five months ago and there still is no sign of a tech recovery. In fact, tech prices, especially in the telcom area, have gotten much worse. Conditions in the overall tech sector continue to worsen. There was no bubble in the chemical sector in 2000 so it is entirely possible that DD can stage at least a feeble recovery while tech continues to decline. (I note that the stock has not advanced.) The housing sector has boomed while technology has tanked. It does not look like there will be any tech recovery this year because there is no demand. I don't blame Bush for the bubble because Greenspan and Clinton created it. But Bush's bellicose blathering and his willingness to threaten war with any nation that isn't in agreement with us, does not create the environment we need for a meaningful recovery. Meanwhile, Greenspan spent 18 months trying to prop up consumer spending, which was never a problem. The problem is a capital spending depression. Consumer debt remains at extremely bloated levels and if the consumer slows down here, watch out. If Fleck and Fred Hickey stay bearish on tech after a recovery commences, I will let you know. Until then, they rule. All the best, Phil

To: John Stewart who wrote (3527)	6/24/2002 7:55:35 PM
From: SemiBull	Read Replies (2) \| Respond to of 3661

Mattson claims victory in chip-equipment dispute with Japan's Dainippon URL: siliconstrategies.com SUNNYVALE, Calif. -- Mattson Technology Inc. here today claimed victory in its suit against Japan's Dainippon Screen Manufacturing Co. Ltd. (DNS) concerning a patent dispute over wet-processing equipment technology. The original legal dispute was over patent infringement claims made against DNS by CFM Technologies, which was acquired by Mattson in January of 2001. Under the terms of the settlement announced today, DNS will pay $40 million to Mattson for past damages, including partial reimbursement of legal fees, related to sales of certain wet processing products in the United States, according to Sunnyvale-based Mattson. DNS and Mattson will also cross license certain technologies pertaining to automated batch immersion wet processing systems. The parties have agreed to pay royalties to each other based upon future sales of products utilizing the cross-licensed technologies. Both parties have settled all past and present claims against one another and agreed to refrain from any further legal action against each other in regards to these patents and their related technologies. Mattson is also releasing all DNS customers from any claims of infringement relating to their purchase and future use of DNS wet processing equipment.