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To: rsie who wrote (940)10/28/1998 5:50:00 PM
From: Ian@SI  Respond to of 3661
 
I just returned home after about a week away and haven't caught up. My quick glance at the news release while away was obviously too quick to be of much value.

Before I throw more incorrect comments, I'd prefer to read the release, listen to the conference call and then I can be informed as I make them. ... incorrect comments, that is. :-)

Gut feel is that they're unlikely to go under just because they have an accepted technology which has captured wide market acceptance, that their CVD and RTP products seemed to be picking up support just as this Semi Equipment Depression obliterated all the equipment companies. They are small, they do have cash (I think), if the upturn occurs during 1999, MTSN will probably prosper. If the upturn takes much longer to happen, who knows which companies may appear with superiour technology?

If listening to the conference call changes my mind, I'll post.

I do hope to get caught up this week end.

Ian.