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

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To: Ron Kline who wrote (2207)11/22/1999 10:56:00 PM
From: Ian@SI  Read Replies (1) of 3661
 
Ron,

MM has been a MTSN bull long before I could spell MTSN. So it's probably due. ;-)

Last cycle, it had the misfortune of having the biggest downleg start before it had a full suite of products.

This cycle, not only does MTSN have a full family of products, but they've been strategically placed to ensure maximum revenues during the upleg.

I believe that we've just begun to see MTSN's successful execution of Brad's strategy.

IMO, selling at $20, $30 or even $40 would be leaving a large amount of money on the table. First one has to pay capital gains taxes unless you're fortunate enough to have your entire position in a tax sheltered account. But the most difficult task is to find a better place to invest the money. <VBG>

Ian.
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