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: Philip W. Dunton, Jr who wrote (2320)	12/22/1999 6:00:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 3661

Phil, Another option is a little of both. Diversification doesn't hurt unless you're a Peter Lynch devotee. Then it becomes Di-Worse-ification. Ian. You can buy MO if you wish, but I prefer to stick with MTSN, SVGI and AMAT.

To: Philip W. Dunton, Jr who wrote (2320)	12/22/1999 7:28:00 PM
From: John Stewart	Read Replies (1) \| Respond to of 3661

Reference "Old Economy Stocks" & diversification: Although I'm basically a believer in the theory that diversification is to cover for lack of knowledge, I recently picked up a much larger position in DD than I'm holding in MTSN. Let's not forget that all that growth in the economy is for real in the end and that some of that translates all the way down to demand for raw materials, as well as everything in between. I'm there in that chain folks, and I can tell you with a fair degree of certainty that things are slowly but surely turning around on a global basis, and the some of those stocks are way undervalued from that point. Also, per diversification, they provide balance to the high tech stock the world, which is not, do to some folks opinions these days, the only thing that makes up our economy. Best Regards, John Stewart