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

To: Philip W. Dunton, Jr who wrote (1861)	9/25/1999 3:34:00 PM
From: tejek	Respond to of 3661

RE <<<Ted, Are you out?>>> Phil, I am still here.....Friday was not nearly as bad as I expected. Probably shouldn't say that because then Monday will be a killer. I am surprised that mtsn is getting hit is hard as it is since it is not cyclical like the chipmakers who are very dependent on Q3 and 4 revenues. (Its cyclical but in different way....I'm sure you know what I mean). Unfortunately I think anyone, including chip equipment makers, who is remotely related to chip making are getting punished for the earthquake. I will be surprised if the selling continues on Monday because I think most chipmakers bottomed and turned up late Friday (I think mtsn did as well). The only exception may be intc because of its camino chipset problems. If I am wrong I will sell mtsn and take what profits I have left and reenter at a lower level. ted