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

To: Demosthenes who wrote (1116)	4/22/1999 8:44:00 AM
From: Ian@SI	Read Replies (2) \| Respond to of 3661

David, I think I'll listen to the call again today. The "Joint Development Venture of a Low K Dielectric Strip process with a major US Logic maker" might be much more significant than I first thought. At the one extreme, this may give MTSN a near monopoly on Strip for copper which is likely to start happening at 0.18µ and, almost certainly at 0.18µ and below. This, combined with the newfound success across the other product lines could yield industry outperforming growth for MTSN sooner than our most optimistic beliefs. While I was enthused after listening to the call, I'm now approaching ecstatic. :-) Ian.