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 : Dupont Photomasks (DPMI) -- Ignore unavailable to you. Want to Upgrade?

To: Katherine Derbyshire who wrote (768)	2/12/1999 9:42:00 AM
From: Ian@SI	Read Replies (1) \| Respond to of 955

Katherine, In MTSN's 4Q conference call a couple days ago, Brad Mattson advised that a $10M CVD order was received from Samsung in 1Q99 for delivery in 1Q99 and 2Q99. I found this significant in 2 ways. First it was MTSN's first "capacity" CVD order and bodes well for that product. Second, and more important, it appears that the DRAM makers need leading edge capacity now; that orders with immediate delivery will become the norm rather than a fond but fading memory. My point: IMO, we're probably going to see a much more rapid recovery in revenues / earnings than is currently forecast. Ian. I would say that investors who took the recent BtB improvements as a sign that we're off to the races again will likely be disappointed by earnings over the next few quarters. Investors who took the recent BtB as a sign that the bottom has been reached, but who are prepared for a gradual climb out of the trough, probably have more realistic expectations.