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Technology Stocks : Semi Equipment Analysis

SOXX 312.76

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4:00 PM EST

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To: Ian@SI who wrote (4045)	7/16/2002 8:04:08 AM
From: Sam Citron	Read Replies (1) of 95536

Ian, You are probably right. I have been watching too much CNBC lately. Tell me, do you still follow or own MTSN? If so, what are your present thoughts, especially quality/integrity of management. As one of the smallest fish in the water, it certainly has been among the most volatile. I just noticed that Yahoo pegs its P/S ratio at 0.70, which caught my eye (compare AMAT 6.39). Apples and oranges, Cary will probably tell me. No guarantee it will survive. That may be true, but value is value. Sam

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