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Technology Stocks : Mattson Technology

MTSN 3.600

0.0%

May 12 5:00 PM EST

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To: Dale Knipschield who wrote (2436)	1/14/2000 10:04:00 PM
From: Ian@SI	Read Replies (3) of 3661

Thank you, Lord! I trust that this part of your post wasn't directed to me. My head is already swollen enough after today's impressive move. I do have a quandary. MTSN is now more than 15% of my net worth. Yet I see the best days ahead of us re the stock price. If Brad only lands 20% of the evaluation tools as the tool of record, we ain't seen nothing yet. I'm adverse to buying PUTs to protect my portfolio. But I've sold a bunch to others who might want to protect theirs. By the same token, I'd hate to sell covered calls to help take some of my money off the table as I feel there are more explosive moves in front of us this year. Any suggestions would be welcome. I suspect I'm just going to have to get accustomed to MTSN being an increasing %age of my net worth... Ian.

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