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

To: John Stewart who wrote (2358)	12/31/1999 10:15:00 AM
From: John Stewart	Read Replies (1) \| Respond to of 3661

Some bad thoughts on my last post around Mattson expansions and their timing: Last via press release: 12/4/95, The stock went from 23 to 14 in about 2 weeks. Other was via a CC with the same type timing (I think this was 3Q97)to hit just in time for the 2nd leg of the downturn. Stock went from 15 to 11 in about the same time frame.

To: John Stewart who wrote (2358)	1/1/2000 1:31:00 AM
From: Ian@SI	Read Replies (1) \| Respond to of 3661

John, If you wanted a new laptop you really didn't have to take such extreme measures. ;^) Perhaps, you can recoup losses by entering into a commercial agreement with the Manufacturer. Sort of a "Takes a licking and keeps on clicking" theme. <g> Thanks for the expansion insight. I guess now is not the time to think of selling covered calls if one wants to keep Bill Tippett from owning one's shares. It does sound as if Brad is intent on joining the ranks of the leading edge equipment companies early in this up leg. That will defer a rapid growth in profits until he stops expanding and starts focusing on taking the margins up. Now if he added a DotCom to the company name, he's got the perfect formula to take the stock price up by an order of magnitude each month until its market cap exceeds that of the rest of the equity universe. Should be nice action all the same, Ian.