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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 (2516)1/21/2000 6:22:00 PM
From: John Stewart  Read Replies (2) of 3661
 
Ian;

Be careful my friend. As one who is in the front line in world commodity impacted markets, I can tell you with a fair degree of certainty that WW raw material prices are on the rise and will continue to do so in 2000. These price increases will not be severe, nor go on forever, but are happening just the same. My recent position in DD was a result of what I'm seeing. ..BTW, it won't affect the semi-market, IMHO, so we don't need to worry. I expect a 1/2 point move coming from the Fed.

Best Regards,
John Stewart
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