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Technology Stocks : Mattson Technology
MTSN 3.6000.0%May 12 5:00 PM EST
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To: Thomas DeGagne who wrote (3302)2/18/2001 10:22:41 AM
From: Philip W. Dunton, Jr  Read Replies (1) of 3661
 
Ian, Some tidbits from your pal Fleckenstein:

<<While I'm on this subject, I'd like to make another point about where the problems will occur. If you envision a pyramid turned upside down, the apex where all the problems are going to funnel through in technology are the semiconductors, because those parts go into all the products that aren't being sold. The only ones in worse shape are the semiconductor equipment companies. Think of them as capital goods suppliers to a very cyclical industry in massive overcapacity, and you can see why it's crazy to bet on those jockeys with these valuations.>>
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