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To: Philip W. Dunton, Jr who wrote (1066)	3/20/1999 4:04:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 3661

Some interesting news on timing for MTSN's 300mm products which they supplied to the Siemens-Motorola JV... Ian. +++++++++++ While Motorola has not made any firm decisions as yet, it plans to start equipping a 300-mm development line in 2000, using the tool set qualified by its pilot-line joint venture with Siemens AG's Semiconductor Group, according to Bill Walker, Motorola's vice president of manufacturing. The 300-mm development line would be the first line started up at the West Creek site. Siemens plans to use the Dresden pilot line expertise too to build its own 300-mm production fab. The German chip maker has property adjoining the Dresden pilot fab to build a new plant of equal size, which could be the new 300-mm production area.

To: Philip W. Dunton, Jr who wrote (1066)	3/24/1999 1:44:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 3661

Phil, Some highlights from the story that I missed first time around... i.e. MTSN is taking market share in a growing market sector. Ian. ++++++++++++++ APPLIED MATERIALS ON TOP OF $2.06 BILLION 1998 DRY ETCH MARKET NEW TRIPOLI, PA--(BUSINESS WIRE)--March 18, 1999--Applied Materials continues to attain top honors in the dry etch marketplace, ... GaSonics (NASDAQ:GSNX) and Mattson (NASDAQ:MTSN) were virtually tied for the stripping market crown in 1998. GaSonics had dominated the market in 1997. The worldwide market for dry etch systems will increase 10.2% in 1999 after a 31% drop in 1998. The stripper market will increase 11.8% in 1999. "In 1998, U.S. companies ... sold ... 53% of dry strip equipment on the strength of GaSonics, Fusion, and Mattson Technology." notes Dr. Robert N. Castellano, President of The Information Network. ...