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Technology Stocks : Mattson Technology
MTSN 3.6000.0%May 12 5:00 PM EST
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To: Ian@SI who wrote (2444)1/15/2000 8:08:00 AM
From: John Stewart  Read Replies (2) of 3661
 
Ian;

Some random thoughts on holding investments to 5% of your portfolio when one of them has started to explode:

- To diversify is to to make up for lack of knowledge. How comfortable do you feel about your knowledge of the industry and Mattson in particular?

- Just think if Bill Gates had thought like this early on.

- Let your profits run.

- Your not letting Phil's tendency to worry rub off on you I hope?

- If one had to sell this year, history would say that the Fri or Mon after Semicon West would be the time to do it. If we are over 50 at that point, I'll drop my holdings by 10-20% then. As the momentum is building at this point, the show is likely to whip things up into a near term frenzy.

- The Put protection on Mattson is far too expensive.

Best Regards,
John Stewart

ps. Don't know about you Ian, but I'm quite content backing my dump truck up & letting the semi boom fill it up with money for at least another year :')
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