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To: Ian@SI who wrote (1935)	10/5/1999 10:34:00 PM
From: SJS	Read Replies (1) \| Respond to of 3661

Ian, I think MTSN's performance of late is also poor. Not many stocks that I follow in this industry segment move briskly into "breakout" mode on very strong volume only to be followed a few days later with a struggle to hold (and a failure to hold) the 50 day EMA. It's struggling now to hold 12. Why isn't this easy? Why hasn't it returned to the 14-15 dollar range, analagous to the recuperation of it's "peer" stocks? I don't know either. Maybe you have some insights into this. However, I am down about 10% now, which is not a very big deal, but it is bordering on my discipline point for selling. I may give it just a little more time into earnings season to see if the semi wave can lift this boat, too. Barring that, I will sell my stake and watch MTSN from the sidelines. Steve

To: Ian@SI who wrote (1935)	10/6/1999 11:13:00 AM
From: Philip W. Dunton, Jr	Respond to of 3661

Ian, I am not going to sell because I am basically a fundamentalist who uses charts to reinforce my decisions. I like the sector but all the other worthwhile stocks in the group have gone up too much to buy. I purchased AMAT last Oct. in the low 20's, also KLAC in the low 20's and I am certainly not going to buy more at these prices. While I know you vehemently disagree with me on this issue, but I feel that MTSN's major problem is lack of sponsorship. This, in part, is caused by the company's commitment to silence. When you have a story to tell, just tell it. We need to get out of this cycle of a pop during the earnings release and then the stock languishing until the next quarterly release. If investors and traders keep getting jerked around, this lack of sponsorship will continue. Despite my deep disappointment with the failed breakout, I am not going to sell because the story is too compelling. My greatest fear is that no one will ever hear the story or by the time it happens, no one will care. All the best, Phil