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

To: John Stewart who wrote (2323)	12/22/1999 11:50:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 3661

John, 1. Institutions have been rotating from sector to sector for years. It's quite nice to already be in the sector that they rotate to. Ask anyone who patiently sat out the downturn in this sector or that of the chip makers. 2. I'm quite confident that the high tech upward trend will last for several more years with an odd zig zag thrown in to help one check whether or not one's heart is still beating; or other bodily functions continue to work well. ;-) So I don't mind remaining overweight here for quite some time to come yet. But I firmly believe that substantial resources must be in undervalued sectors such as Finance / Banking / Oil Services / etc. FWIW, Best wishes, Ian.