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

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To: Ian@SI who wrote (1540)7/24/1999 1:44:00 PM
From: John Stewart  Read Replies (1) of 3661
 
Ian;

I agree with the strategy too, but the bigger moves in the stock will likely be delayed until some $ in shifted to the bottom line. This will be factored into my trading strategies. I'll be reading next Q's statements very closely to keep myself assured the "growth" in spending is being well utilized. I guess my real concern is that they just realized in the past month or so that the 3Q would be even because of spending growth. This makes my wonder if things are a little loose.

Best Regards,
John Stewart
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