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

To: Philip W. Dunton, Jr who wrote (3573)	9/22/2002 9:23:31 PM
From: SemiBull	Read Replies (1) \| Respond to of 3661

...were you involved in the market during the 72-74 bear?? more than half the tech stocks of that era did not survive. Not involved, but intimately familiar with the era. I don't think the economics of that period are in any way comparable with the present. I suspect you will notice the bottom only after the fact....we won't be seeing a snap back into a bull market, but a slow meandering growth, retesting the bottom several times. I will hang in there because contrarian investing is my style. Also, there was an excellent piece in today's NYTimes worth reading on the bubble and post-bubble era: nytimes.com Later.....SB

To: Philip W. Dunton, Jr who wrote (3573)	9/28/2002 12:24:33 AM
From: Nick Michell	Read Replies (2) \| Respond to of 3661

Soooo ... do you think Mattson will survive? It's cheaper now than during the Asian crisis, but conditions might be worse now. This certainly does not seem to be a bad time to buy IF there is a good probability the company will stay in business until the next upturn. Cash is something like $60 million (after paying off STEAG), not counting how much they've lost this quarter. Think they can make it? Nick