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

To: Dale Knipschield who wrote (2635)	2/6/2000 8:31:00 PM
From: Jack Hartmann	Respond to of 3661

Dale, I doubled my money in MTSN and sold half. The rest can ride to the moon. Won't sell unless they have bad news or a horrible quarter. Taking profits to protect the core investment is a safe strategy. Never taking profits on stocks caused me to lose sleep on sharp declines in the early 1990's. An easy mistake to make is constantly taking profits on the winners and holding losers. A 571M market cap seems small compared to these dot.com companies. Also, Hoovers list AMAT and NVLS as competitors. NVLS has a mrktcap of 6.2B AMAT has a mrktcap of 56B NVLS has Price/Sales (TTM) 10.75 AMAT has Price/Sales (TTM) 11.95 MTSN has Price/Sales (TTM) 5.93 I think the institutions want to see four quarters profitablity before putting much money in. Prior EPS loss has been the knock on the company. With the price to sales half of the bigger guys, I see another double in the next 12 months if they can meet estimates of 0.08EPS for 03/00 and 0.12EPS for 06/00. Jack