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

To: John Stewart who wrote (1044)	3/2/1999 5:52:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 3661

John, Interesting to me is that both the DRAM and then Microprocessor guys have been placing the orders for immediate delivery. I'd believed that there was substantial excess capacity. I'm now beginning to suspect that the excess capacity is like overripe bananas. It may still be there, but its no longer of much value for producing leading edge products. If that's the case, we're likely to see substantial upside surprises right across the leading edge equipment suppliers. With MTSN having only DLJ left to cover it, it could move most once it's recognized as being part of the recovery. ... or so I hope. Ian.