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Technology Stocks
Mattson Technology (MTSN)

An SI Board Since August 1996

Posts	SubjectMarks	Bans
28	0	0

Emcee: John Stewart	Type: Unmoderated

Introduction Compact

As things are at their worst right now, it may be time to begin to
buy. The question is - Which equipment maker is the best choice?
I've decided to put my money into Mattson, whom I'm been looking
closely at for the past 9 months. What do I base this on? First,
since no one knows for sure when things will turn around, the
strength to ride it out. Looking at "Stock Market Leaders" 3Q96
from Price Waterhouse under "Strong Companies with Little/No
Debt" Mattson is listed with "0" long term debt and 27% cash as
a % of market. This puts Mattson in a position no only to ride
it out, but as recently announced, buy back stock. I expect
they will continue to do this if the stock to goes toward the
recent low. Second, strength of the management. No question
here, Brad Mattson (who founded NVLS, one of the better run
companies) has assembled a great team. Third, the core
strength of the company,providing top notch equipment &
service that is 1/2 to 1/3 of the nearest competitor. As
capital has become very tight, this becomes extremely
important and will allow them to grab market share.

The turnaround may be a few quarters off, maybe not, but I've in for
the long term.

Best of luck,
John Stewart

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
28	Peter, I'm still holding Mattson long. Actually it hasn't done all that	Dale Stempson	-	1/10/1997
27	Dale, Just thought I'd respond to your old message to get this thread up a	Nitski	-	1/10/1997
26	John, We've been watching Mattson for quite awhile and finally bought some	Dale Stempson	-	9/13/1996
25	I strongly believe the bottom was seen on July 21 when it went down to 7 1/4 un	John Stewart	-	9/12/1996
24	I do not follow Teradyne and have no comments on them. However, I note that Car	Lenny Ehn	-	9/4/1996
23	Regarding efficiency plays: you mention KLA and Tencor. Have any thoughts on T	Shibumi	-	9/3/1996
22	Lenny, I overweighted a little too much in the semi's myself. But the decis	John Ellis	-	8/29/1996
21	Brian; I think First Call is now at $0.02. I'll recheck tonight on my hom	John Stewart	-	8/28/1996
20	John or anyone; any idea what MTSN earnings have been downgraded to over the n	Brian Fuller	-	8/28/1996
19	A comment on "diversity". I have much of my portfolio in semi-equip s	Lenny Ehn	-	8/28/1996
18	John; Yes, Brad Mattson did found NVLS. I don't know the details, but ma	John Stewart	-	8/28/1996
17	John, re: previous message. VLSI rating of 7.61, with highest marks in all cate	John Ellis	-	8/27/1996
16	John, I got the quarterly report today. They are expecting a downturn just like	John Ellis	-	8/27/1996
15	John; Very short term, look's like we'll test 8. Looking at the char	John Stewart	-	8/27/1996
14	Shankar,look at note #194 under Novellus. This is the basic way. MTSN is also u	John Ellis	-	8/22/1996
13	Shankar, in recent conversations with the company, they speculate that this slo	davesd	-	8/22/1996
12	John, Could you please share with us how you arrive at $18? (disclaimer: I ha	Shankar Kumar	-	8/22/1996
11	John, my "fair value" for MTSN is around 18. In my opinion a doube is	John Ellis	-	8/22/1996
10	Nitin (I am facinated by the name!) Would you be so kind to forward John Stewar	Glen K. Korpi	-	8/22/1996
9	John: Since I have a vested interest in following this company, I am intereste	Nitin Deo	-	8/16/1996
8	Dave; I don't really want to "repost" someone else's comment	John Stewart	-	8/16/1996
7	Jerry, it's not like I'm bashing a stock that's already down, I hav	davesd	-	8/15/1996
6	Dave, I don't know why you have this negative impression of MTSN. According	Jerry Ginz	-	8/15/1996
5	John, I don't have access to AOL, but I am interested to hear what they are	davesd	-	8/15/1996
4	Nitin, not sure where u got your info from, but this is from their last press r	davesd	-	8/15/1996

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