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

To: Investor2 who wrote (943)10/30/1998 8:03:00 PM
From: wmf  Respond to of 3661
 
NEW DISCUSSION TOPIC: CONSOLIDATION IN THE SEMI EQUIPMENT INDUSTRY:

Semi Equipment stocks are close to the bottom now - but what is the best way to get positioned for the rebound ? Of course, buy the future winners ! But what is the cheapest way to get your entry ticket ?

Buy the likely winners directly or get into a much cheaper takeover candidate ?

Buy NVLS directly or hope that they will snap up SFAM or IPEC ?

Buy PRIA directly or rather hope they will go after BRKS ?

The bottom seems to be here. Executives soon might get more courageous
and get onto the acquisition trail. Let us collect the rumours and find out what the targets are !



To: Investor2 who wrote (943)11/1/1998 7:50:00 PM
From: rsie  Read Replies (1) | Respond to of 3661
 
"Disclosure: I now own more than twice as many MTSN shares as I did a
month ago," congratulations on the good timing of your recent purchases.

Thank you both for your analysis......I too own more shares....I2, have you increased your shares? Isn't that the ultimate expression of an opinion on a company? many thanks, Rich


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