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

To: Q. who wrote (971)	11/29/1998 5:07:00 PM
From: Anaxagoras	Read Replies (1) \| Respond to of 3661

<<Anaxagoras, it looks like you've sure been reading a lot of stuff on this co.>> Yeah, you could say that- I'm just finishing up reading all of the press releases at mattson.com. <<It claims to have the advantage of selling its products for less, or for less COO, than competitors. >> Yeah, apparently due to the modularity of their systems. Funny how they use the expression "CCO"- I've always heard that concept talked about as TCO, or Total Cost of Ownership (at least I'm assuming it's the same concept). Thanks for the other comments. I didn't know about that INTC move to AMAT- kinda frightening if you're a little guy. While I'm at it, here's some info that I'll append here that might be useful to some. I've pulled out some info that's not usually found catalogued anywhere in contrast to figures like revs, eps, etc. It took a while, but I did it as I read the press releases, and computed some figures based on what was said about percentage increases/decreases with respect to prior periods. I haven't gotten a chance to graph 'em yet, but it might make a pretty picture. :-) Anaxagoras Bookings: Q4 '98 ????? Q3 '98 $11.0 Q2 '98 $5.1 Q1 '98 $9.6 Q4 '97 $25.8 Q3 '97 $25.2 Q2 '97 $17.5 Q1 '97 $14.9 Q4 '96 $9.4 Q3 '96 $14.4 Q2 '96 $20.3 Q1 '96 $26.7 Q4 '95 $26.9 Q3 '95 $21.2 Q2 '95 $16.5 Backlog: Q4 '98 ????? Q3 '98 $21.9 Q2 '98 $20.3 Q1 '98 $30.8 Q4 '97 $41.5 Q3 '97 $40.2 Q2 '97 $37.7 Q1 '97 $36.8 Q4 '96 $34.9 Q3 '96 $39.5 Q2 '96 $39.1 Q1 '96 $42.1 Q4 '95 $37.3 Q3 '95 $29.5 Q2 '95 $23.6 Book to Bill: Q4 '98 ????? Q3 '98 1.2 to 1.0 Q2 '98 0.3 to 1.0 Q1 '98 0.5 to 1.0 Q4 '97 1.05 to 1.0 Q3 '97 1.1 to 1.0 Q2 '97 1.1 to 1.0 Q1 '97 1.1 to 1.0 Q4 '96 0.7 to 1.0 Q3 '96 1.0 to 1.0 Q2 '96 0.9 to 1.0