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

To: Philip W. Dunton, Jr who wrote (1110)	4/21/1999 6:39:00 PM
From: Q.	Read Replies (1) \| Respond to of 3661

In the cc, guidance was that they might breakeven in Q2. Their breakeven point keeps sliding up as they add payroll. Overall sounded pretty good. Brad's tone on the outlook was upbeat yet restrained, which is improved from a neutral tone 3 months ago and a negative tone 6 months ago. OTOH, geographic distribution for orders in Q2 was really lopsided: big orders from Korea and not much from elsewhere (did I hear that right?). Good thing Samsung came through! That BTB looks great, but the orders look kind of lumpy so BTB might fluctuate a lot. Still no significant analyst coverage on the call, but at least a few questions. Until John asked his question, I wondered if there would be dead air again, like last time they asked for questions. OT, I was interested to hear Brad say that Taiwanese fab utilization was 90-95% in March. I wonder if that will be good news for ASYT, which is heavily dependent on Taiwan?