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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 (3101)10/12/2000 10:10:47 PM
From: LemurHouse   of 3661
 
John, re <<In the end, Brad has a few bucks invested in this one & I'm sure he will make the best decision for both his investment and ours.>>

Sure, I'm quite comfortable that he and his mgt team will do the best for us, but that doesn't help me with my own decision re whether or not to buy more in the near term. I'm not whining, just pointing out that we don't know what he knows, and that uncertainty re the merger is an important factor. I've been lazy and haven't read all of the filings re the merger, but I think I'm going to need to do so.

It is getting awfully cheap under just about any scenario other than one in which they go to heroic (?) lengths to keep the deal together, if indeed such should become necessary. If it does in fact go down to the 7 - 8 level, it will be hard to resist.

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