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

To: Thomas DeGagne who wrote (3302)	2/18/2001 10:22:41 AM
From: Philip W. Dunton, Jr	Read Replies (1) \| Respond to of 3661

Ian, Some tidbits from your pal Fleckenstein: <<While I'm on this subject, I'd like to make another point about where the problems will occur. If you envision a pyramid turned upside down, the apex where all the problems are going to funnel through in technology are the semiconductors, because those parts go into all the products that aren't being sold. The only ones in worse shape are the semiconductor equipment companies. Think of them as capital goods suppliers to a very cyclical industry in massive overcapacity, and you can see why it's crazy to bet on those jockeys with these valuations.>>