Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Ian@SI who wrote (2041)	10/22/1999 12:55:00 PM
From: Q.	Respond to of 3661

As a scorecard, there were 5 analysts on the call, and at least 4 of them congratulated management for the quarter. Previous quarter it was 3 and 2, respectively. Add one to the previous numbers if you think chipinvestor.com should count. So the analyst coverage appears to be improving. BTW, I liked basically everything I heard on the cc. I just hope that Brad's quote that if things continue, "2000 can be a very good year for Mattson Technology" will prove true, unlike his quote two years ago, when he said "1998 will be a great year for Mattson." I mention this because I think it's worth keeping in mind that external market conditions in this sector can change rapidly an unexpectedly.

To: Ian@SI who wrote (2041)	10/22/1999 1:15:00 PM
From: Q.	Respond to of 3661

OT, re. Fleckenstein, I find it interesting that he posts on the SI thread for GNET, without disclosing that he is a director of that particular registrant. Anybody who wants to share their thoughts on this practice might find the following information useful: Securities and Exchange Commission Pacific Regional Office Valerie Caproni, Regional Director 5670 Wilshire Boulevard, 11th Floor Los Angeles, CA 90036-3648 (323) 965-3998 e-mail: losangeles@sec.gov Here is his biography from the proxy: William A. Fleckenstein, 45 years old, has been the President of Fleckenstein Capital, Inc., a registered investment advisor, since 1996. Mr. Fleckenstein also held that position from 1982, when he originally founded Fleckenstein Capital, until 1990, when Fleckenstein Capital merged with Olympic Capital Management, Inc., a registered investment adviser. Mr. Fleckenstein served as a partner at Olympic Capital from 1990 until 1996, at which time Mr. Fleckenstein reestablished Fleckenstein Capital. Mr. Fleckenstein also serves as a director of Pan American Silver Corp. Mr. Fleckenstein has been a regular commentator on the Company's StockSite since 1996. Mr. Fleckenstein graduated from the University of Washington in 1976 with a B.A. in mathematics. Here's something from a GNET filing before he joined the board: The Company's existing product offerings include the following content areas and technology applications: <snip> go2business: This content area provides users with insights regarding the financial markets, publicly traded companies, and general financial and economic trends. Inside Scoop features the insights of prominent industry analysts and writers, such as business author Jennifer James, Ph.D. Daily Market Rap offers insights on the day's financial market activities by William Fleckenstein, a professional money manager. Stock Picks: Upstream with Cousin Bob is the platform for the Company's investment professionals to select the stocks that they believe can outperform the major market averages over various investment horizons. go2business offers investment tools such as stock quotes, graphs, historical data, personal portfolio monitoring, business and financial news, company profiles and company filings. The Company has sought to further enhance the attractiveness of this feature by including a ubiquitous, configurable stock ticker. <snip> tenkwizard.com Interestingly, neither Fleckenstein nor his capital management company appear to be registered with the NASD, according to www.nasdr.com. His previous employer, Olympic Capital, however, is registered.