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To: Doug B. who wrote (2211)11/22/1999 11:46:00 PM
From: Ian@SI  Read Replies (2) | Respond to of 3661
 
Doug,

You promised to ignore me. I didn't promise to ignore you. ;-)

Another 2½ worth.

If Ron really thinks that MTSN is at best a $20 stock or so and prefers AMAT over MTSN for the long term, it's his money, his assessment of the relative fundamentals, technicals or whatever criteria he uses, and his decision alone to make.

The nice thing about the stock market is that there can be literally hundreds, if not thousands of correct decisions.

We all could have done much better in any of a 100 Internut stocks; but most on this thread have chosen not to take that set of risks.

For my money, MTSN at $20 in 1999 will still significantly outperform the market and most other companies in the sector during the ensuing 2-4 years.

JMHO,
Ian.



To: Doug B. who wrote (2211)11/23/1999 11:23:00 AM
From: Ron Kline  Read Replies (1) | Respond to of 3661
 
Just to tell you that I've always been interested in MTSN for the fact that about 5 years ago a broker told me about the company. It was 10 and I bought it and it went up and up and I sold and made money on it. After doing so well I thought this was going to be the greatest company but never bought it back until I saw it starting to really go down. Later I bought at $15 and watched as it went to $7. I bought more at $7 and waited (it seemed forever) for it to go to $15 and sold and that's when everyone said I was stupid. So now I've bought back and I'm chicken to think MTSN is going to be a great longterm bet. As I said I will listen and check the next earnings. I also will compare it's return over AMAT in January. I've learned that no matter how much you think a company may be great the facts are in the profits, and investing in stocks should always have this focus. I didn't do that when I bought as it crashed to $15 and went to $7.
Just a side note I have a newsletter that ranks the highest analyst revision of earnings and MTSN is on the list. It says they have revised earnings up 20% in the last 3 months. Obviously a good sign MTSN is recovering and doing well for the future quarter.