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Technology Stocks : Mattson Technology
MTSN 3.6000.0%May 12 5:00 PM EST
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To: w0z who wrote (2536)1/23/2000 11:08:00 AM
From: w0z  Read Replies (4) of 3661
 
More food for thought (thinking out loud):

Stock:          PSR (per SI):

Top Tier Group (made most of their move?):

AMAT               11.48
KLAC               11.46
LRCX                7.46
NVLS               10.40
TER                 7.22

Second Tier Group (making their move?):

BRKS                5.69
COHU                5.80
CYMI                9.40 (belongs in Top Tier now?)
MTSN                6.21

Third Tier Group (yet to make their move?):

CFMT                2.86
CRPB                1.49
PLAB                3.62
SFAM                2.36
SMTL                2.93
SVGI                1.72
UTEK                2.97


I am not in the Top Tier at all (except for 3K shares of NVLS in a taxable account which I will hold for another year), heavily in the Second Tier group, and moderately in some of the Third Tier group. I got out of the Top Tier when they were about 50% of where they are now in favor of the Second Tier, which has been a good decision from a total return standpoint. Maybe now is the time to move from Second Tier more into the Third Tier, but I have a habit of making these moves too soon!

Anyone is welcome to ring the bell for me when these stocks are at their top!
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