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To: Philip W. Dunton, Jr who wrote (1366)6/11/1999 4:33:00 PM
From: Ian@SI  Read Replies (1) | Respond to of 3661
 
Phil,

MTSN is up another 7% today after more than 30% in last 7 or 8 trading days.

In my portfolio, that seems very good.

I would expect Merrill and the like that didn't anticipate the timing and intensity of the past week's flow into the sector to start talking it down while they load up.

But I wouldn't let them chase me out of MTSN even if they do put a buy on it.

Ian.



To: Philip W. Dunton, Jr who wrote (1366)6/11/1999 4:43:00 PM
From: John Stewart  Read Replies (2) | Respond to of 3661
 
Phil;

Glad to see you share to same opinion of ML that I do :') I was truely amazed they even mentioned them also.

On another note, after doing a little more research, I think the recent stock action is based significantly increasing outlook for Mattson in strip & CVD. I think we see more about this the next the conference call after 2Q earnings and around Semicon West. I'm expecting a retest of the 1997 peak of 16 around that time also.

Best Regards,
John Stewart