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Technology Stocks : Mattson Technology
MTSN 3.6000.0%May 12 5:00 PM EST
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To: Q. who wrote (1396)6/20/1999 9:32:00 AM
From: Ian@SI  Read Replies (1) of 3661
 
The stock depends more on the industry's cycle than anything else, and it's a cycle that nobody, including Brad in his conference calls, has been very successful at predicting.

John G.

Bang on!!! It's this very fact that has resulted in such wide swings for MTSN and the rest of the Semi Capital Equipment sector.

And it also allows the individual investor to buy in near the bottom with good confidence that the leaders in any particular niche are likely to fully recover. I'd call MTSN an emerging company rather than an established leader unless one narrowly defines Strip as being the niche.

If this sector was more predictable, then the institutions would stop us from picking up these companies for less than cash.

I don't report my returns to anyone; and even if I did, it wouldn't affect my income in any way shape or form. I believe that's the key advantage of an individual investor over an institution; and possibly the only one among a whole host of massive disadvantages.

Mutual funds live or die based upon their quarterly results. Other money managers are looking for big annual bonuses. There's nothing whatsoever which precludes us from taking a multi year view, then profiting handsomely from it.

I completely agree with John S.: The sector is heading up; and MTSN is likely to head up faster than the sector.

Ian.
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