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Technology Stocks : Mattson Technology -- Ignore unavailable to you. Want to Upgrade?

To: Philip W. Dunton, Jr who wrote (1841)	9/23/1999 5:47:00 PM
From: tejek	Read Replies (1) \| Respond to of 3661

RE <<<Ted, Tech slaughter in last hour was due to Drew Peck's comment that the Taiwan earthquake would likely impact INTC's fourth quarter negatively and Steve Ballmer's (President of MSFT)comment that tech stocks were ridiculously overvalued.>>> Phil, With Ballmer I was seriously tempted to email msft and ask them if they wouldn't mind keeping their president busy. As for D.Peck you are right I don't think he likes intc....I think he was made to change his negative position on the company a few months ago. Haven't said that I am not sure things were as rosy at intc even before the quake. They have been discounting their chips a lot in the last few months due to the competition with AMD and I have to believe this will effect their bottom line. Remember last quarter they did not make their numbers. Unfortunately I suspect we may go down so more. With mtsn I bought later then you guys and I am in at the 11 and low 12 levels....that still may be ok. We will see. ted