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Technology Stocks : Mattson Technology
MTSN 3.6000.0%May 12 5:00 PM EST

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To: John Stewart who wrote (1530)7/23/1999 9:15:00 PM
From: Ian@SI  Read Replies (1) of 3661
 
John,

I fail to understand why you would believe that a microcap such as MTSN could ramp up manufacturing capacity, manufacturing staff, inventory, marketing and sales staff for all the new product lines and all the new products and still bring a large profit to the bottom line.

You, of all the posters here, I thought fully appreciated the process for starting up a new company.

Brad seems to have a vision of being a major Semi Equipment sector player. He also seems to understand that he either succeeds on this next up leg or the odds get stacked against him.

If I were to sell now, I think I'd be snatching defeat from the jaws of victory. Most of my current position has been acquired at less than 1/2 MTSN's current price. While I could exit with a very handsome profit, it seems to me I'd be leaving much more money on the table than I'd be taking off.

Is there something about the story that you don't like other than the lack of a bigger bottom line at this time?

Ian.
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