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Technology Stocks : Mattson Technology

MTSN 3.600

0.0%

May 12 5:00 PM EST

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To: Philip W. Dunton, Jr who wrote (3156)	11/16/2000 7:19:45 PM
From: SemiBull	Read Replies (1) of 3661

Philip, You are absolutely correct. I am in denial, the economy sucks, the job market has gone capooot, unemployment numbers are reaching new highs, interest rates on new homes have gotten into the middle teens....hmm...maybe I must have my rose colored eyeglasses on. ;o) Ok, enough saracasm. Are you reacting to the market trauma, or looking at pure economic data? Do you see a slowing from record growth or shut down? Can you envision the Fed lowering interest rates come 1st Q '01 to facilate the soft landing? Maybe I am nuts. The "tech bubble" is not bursting....perhaps for those with weak hands or short term investors or those with money in dot-coms. I am not that sort of investor. My time horizon is between 12 and 36 months. We are about 18 months from the peak of the semi cycle as I presently see it. So, I am not going to panic, sling mud at Floridians, or blame it on chards. Just one man's rose colored opinion....SemiBull

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