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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 (2345)12/27/1999 10:20:00 PM
From: Ian@SI  Read Replies (1) of 3661
 
John,

You're making it more difficult for me to even consider taking MTSN down to a more reasonable %age of my net worth.

I'd already hate to trim so early in MTSN's explosive growth phase. Yet, I'm a little nervous about having more than 10% in one cyclical stock.

Then I just see the old all time highs being taken out within a year or less.

I guess the fundamentals and my "buy and hold" mindset will win out again.

best wishes,
Ian
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