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

To: Nick Michell who wrote (1131)	4/24/1999 11:43:00 AM
From: Ian@SI	Read Replies (1) \| Respond to of 3661

Nick, In part, who it is, depends upon how broad a definition Brad uses for "logic". If "large US Logic Manufacturer" is restricted to IBM and INTC, I'd guess that IBM is most likely working on advanced processes at this time. If that definition is extended to include TXN and MOT, then I'd guess it could be either TXN or IBM. As only DLJ covers MTSN at this time, we're not likely to discover which company until one of the partners decides to make that info public. Taking the original tool, then placing an order for another 3 sounds as if it has left basic process R&D and, at the very least, is going into a pilot line. For that reason, I'd suspect the tool is being used with a 0.15µ or larger feature size process. All of the above is speculation coming from Brad's comments rather than solid facts in those comments themselves. However, I do believe strong earnings growth soon are becoming increasing probable. FWIW, Ian.