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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?

To: orkrious who wrote (6619)	7/7/1999 8:53:00 AM
From: Ian@SI	Read Replies (1) \| Respond to of 15132

Jay, Yes, Maria mentioned Semiconductor companies. But I don't think she's ever distinguished between the equipment companies and the chip makers. I didn't hear the name / names of the analysts, so no clue there. I can't think of other chip or equipment companies which sound like Mattson. But Morgan Stanley doesn't usually cover microcaps. Nor are they usually first to the party. If they did start coverage, they'd be only the 3rd broker to do so; and this would imply that they expect much better results out of MTSN than has ever been the case. Ian.