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Technology Stocks : Mattson Technology
MTSN 3.6000.0%May 12 5:00 PM EST

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To: Alan Gallaspy who wrote (3243)1/8/2001 3:23:31 PM
From: Philip W. Dunton, Jr   of 3661
 
Alan, That was probably a fairly accurate assessment of the state of the industry in 9/98. However, in my opinion, that would have been a reason to buy which is apparently at variance with Greenberg's advice. I believe AMAT was probably in the mid 20's at that time and went to 230 (unadjusted for the 2/1 split). In fact, I bought some AMAT in early October 1998 in the low 20s. Phil
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