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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 (2535)1/23/2000 10:44:00 AM
From: w0z  Read Replies (2) of 3661
 
When to buy and when to sell.

This is the million dollar question for me too...I should probably be happy to just sell now since my returns are well beyond my wildest dreams already. However, I think there must be at least another year (possibly two) of price appreciation given the incredibly good fundamentals. Fortunately most of my semi-equip stocks and options are in tax-deferred accounts, so the wise thing to do may be to sell 50% near the next earnings release in the hopes of buying back in later this spring when the inevitable correction comes. If MTSN were to be acquired by someone, I would probably opt for cashing out rather than holding an AMAT or NVLS which seem even more fully valued (or is the word overvalued?) than second tier semi-equips like MTSN, COHU, etc.
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