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

To: w0z who wrote (2536)	1/23/2000 11:08:00 AM
From: w0z	Read Replies (4) \| Respond to of 3661

More food for thought (thinking out loud): Stock: PSR (per SI): Top Tier Group (made most of their move?): AMAT 11.48 KLAC 11.46 LRCX 7.46 NVLS 10.40 TER 7.22 Second Tier Group (making their move?): BRKS 5.69 COHU 5.80 CYMI 9.40 (belongs in Top Tier now?) MTSN 6.21 Third Tier Group (yet to make their move?): CFMT 2.86 CRPB 1.49 PLAB 3.62 SFAM 2.36 SMTL 2.93 SVGI 1.72 UTEK 2.97 I am not in the Top Tier at all (except for 3K shares of NVLS in a taxable account which I will hold for another year), heavily in the Second Tier group, and moderately in some of the Third Tier group. I got out of the Top Tier when they were about 50% of where they are now in favor of the Second Tier, which has been a good decision from a total return standpoint. Maybe now is the time to move from Second Tier more into the Third Tier, but I have a habit of making these moves too soon! Anyone is welcome to ring the bell for me when these stocks are at their top!