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

To: Q. who wrote (1023)	2/11/1999 9:27:00 AM
From: Ian@SI	Read Replies (1) \| Respond to of 3661

John, Re Epi, I got the impression that the bookings were probably technology buys. Normally when there's a large capacity buy, Brad explicitly points it out such as the large CVD order to Samsung. With Epi being a new product, I think it's reasonable to assume that the initial orders are for R&D by the chipmakers. But you're right, the conference call was not explicit. Re outlook: If Brad was the first CEO in the sector announcing that the party was about to begin, then I'd share your skepticism. However, he's almost the last. ... and it's certainly great to know that MTSN has been invited to this party. Ian.