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

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To: James Calladine who wrote (3435)8/16/2001 5:37:25 PM
From: Philip W. Dunton, Jr  Read Replies (1) of 3661
 
James, There is a huge difference between this time and last time. Last time, MTSN had a much stronger balance sheet, quite a bit of cash and little debt. Further, there was insider buying. Now, the balance sheet is highly leveraged and illiquid. And, Brad is selling shares. Not a nice picture. There is no good reason to step in front of the train. Phil
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