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

To: James Calladine who wrote (3451)	9/1/2001 9:03:06 AM
From: Philip W. Dunton, Jr	Read Replies (1) \| Respond to of 3661

Jim, Agree on MTSN. If you want to play the chip cycle at this point, stocks like AMAT and INTC are probably better choices. SSB (Jonathan Joseph) was out with a report late yesterday that Intel's P4 ramp is accelerating faster than expected. This is good news but the market is so negative now it probably doesn't care. I believe that the third quarter will prove to be the low point in the chip cycle. It is always the darkest before the dawn and things are awfully dark right now. Phil