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Technology Stocks : Mattson Technology
MTSN 3.6000.0%May 12 5:00 PM EST
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To: Philip W. Dunton, Jr who wrote (2229)11/24/1999 6:02:00 PM
From: Ian@SI  Read Replies (1) of 3661
 
Phil,

I keep hearing the institutional money managers claiming that the AMATs, KLACs, NVLSs and LRCXs are fully valued for the cycle's peak earnings and that they're seeking better value within the sector.

This might be part of the explanation for MTSN's superiour relative performance. Personally, I just think that it's a superiour company with a top notch set of products that's in the process of gaining market share.

BWDIK.

And Canadian thanksgiving happened about 6 weeks ago. It's the Monday closest to October 9th in thanks for my mother's birthday. ;-)

Ian
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