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

To: Alan Gallaspy who wrote (836)	7/19/1998 1:36:00 PM
From: Biotech Jim	Respond to of 3661

A mutual fund can also take the approach that it could spread the purchase of shares over 10 to 20 market days. This could take it to the proverbial 100,000 shares. Pull up an Edgar listing on the Biotech Value Fund to see how it picks up shares. In their purchase of NRGN, note that individual transactions are as low as 800 shares per purchase. Many fund seem to accumulate a stock during a basing pattern, and I wouldn't be surprised that that happened to MTSN over the past month or two. As has been said on this thread before, if it goes to 5 1/2 or lower, it is a solid buy.

To: Alan Gallaspy who wrote (836)	7/23/1998 8:27:00 PM
From: JK	Read Replies (1) \| Respond to of 3661

>>I am not too sure how "liquid" Mattson stock is in the mutual fund money inflow universe. A lot of funds cannot even begin to think about Mattson simply because they have to invest a minimum of a million dollars in order to have a company represent 1% of their portfolio.....<< Actually, I agree very much with your assessment and perception. But on the other hand the large cap stocks are just SO HIGH!! I have MUCH RESPECT and am humbled by those folks that do this stuff for a living. The rules of the game are much less severe for me. THEY have to live with quarterly results, large chunks of $$$ as you mention, liquidity, etc, etc. Still, at the end of the day value is value and I think (and hope) that Mattson has a niche with their quality of product(s). At the right time (I trust) these fund managers (and the rest of us) find ways to invest in the tiny-cap stocks. I might be simplifying a lot of trends, but I feel that a lot of PCs, routers, hubs, servers... will be purchased as upgrades to solve the Y2K thing, and that the $$$ for that trend is being budgeted as we "speak". A bigger boom in PC sales than expectations would currently warrant will filter throughout TECH ....whether or not it is eventually profitable for a specific company (rising tide...all boats). We may have better winter, and spring quarters than most would believe: then followed (possibly) by Dr. Yardeni's recession. Oh well, it's only money. -jk