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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 (2320)12/22/1999 7:28:00 PM
From: John Stewart  Read Replies (1) of 3661
 
Reference "Old Economy Stocks" & diversification:

Although I'm basically a believer in the theory that diversification is to cover for lack of knowledge, I recently picked up a much larger position in DD than I'm holding in MTSN. Let's not forget that all that growth in the economy is for real in the end and that some of that translates all the way down to demand for raw materials, as well as everything in between. I'm there in that chain folks, and I can tell you with a fair degree of certainty that things are slowly but surely turning around on a global basis, and the some of those stocks are way undervalued from that point. Also, per diversification, they provide balance to the high tech stock the world, which is not, do to some folks opinions these days, the only thing that makes up our economy.

Best Regards,
John Stewart
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