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To: Ian@SI who wrote (2279)12/10/1999 1:45:00 PM
From: James Calladine  Read Replies (1) | Respond to of 3661
 
Ian,

My investment philosophy is not fundamentally different than
yours.

For example I have no "internet bubble plays".

I would simply like to see more tangible signs of life from
Mattson. If you think otherwise you are misreading what
I have posted.

Best wishes,
Jim



To: Ian@SI who wrote (2279)12/10/1999 2:39:00 PM
From: DGMontana  Read Replies (2) | Respond to of 3661
 
Do you think that what is going on at Trikon is only pump and dump? (This is a real, not merely rhetorical, question.) I have followed this company from its days as PMAT, and got slaughtered in its fall. But I got back in at a dime and have made most of it back. Do you think this a real company? Are the orders from LSI and Infineon less significant than they seem to be? I am, by the way, much more significantly invested in MTSN than in TRKN.