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

To: Ian@SI who wrote (2321)	12/22/1999 6:37:00 PM
From: lrrp	Read Replies (1) \| Respond to of 3661

Ian, I guess one has to have nerves of steel to stay the course. I dont think peter lynch was much interested in macroeconomic theory, since it was impossible to predict. I wonder what he thinks of Amazon; with their profit margins vs market cap; I wonder what business they will be in next; I read somewhere they could be selling mutual funds! While I am wandering off topic, I wonder if you had read the Dupont PhotoMask explanation of their earnings shortfall; it seems so out of place in the ramp up to 300mm; some of it seemed like foolishness, in that they sacrificed higher margined items for asian expansion; couldnt they have done both! They just spent a whole buch of cash to acquire IBM's photomask business; then they said that this part of the industry lags the equips by 12 mos-- talk about the backend! Fuzzy logic! I thought that was reserved for Ter, cohu et al; but since Im thinking of MO it could be grounds for di worseification; or if my wife finds out, DI VORCEcification-- thanks, steve