Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Philip W. Dunton, Jr who wrote (2744)	4/1/2000 8:22:00 AM
From: John Stewart	Read Replies (1) \| Respond to of 3661

Phil; I bought more at 37-38, hit an all time high in my holdings, and was a net seller late on Friday. Brad already stated they would beat estimates in NYC, so I'm sure they will. My model shows a lower #, so it must be wrong. But then, let's not forget the roughly 0.08/share/Q we will get from that $110M sitting in the bank right now. It would add a few cents this Q I think :') This may be the reason for the recent runup: semibiznews.com Best Regards, John Stewart

To: Philip W. Dunton, Jr who wrote (2744)	4/3/2000 6:54:00 PM
From: John Stewart	Read Replies (3) \| Respond to of 3661

As I try to keep anyone who is interested here on my moves, I have sold 60% of my holdings in Mattson over the past 2 days. The rest I have sold April and July covered calls on, so holding them for now. I expect the industry BTB to start falling from here, with 2H00 flat with 1H00. Mattson should do better that this in bookings, but will likely fall with the sector. Look's to me like the famed tech correction has finally started. Put my $ in JNJ & cash. Best Regards, John Stewart