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

To: John Stewart who wrote (1049)	3/14/1999 10:17:00 PM
From: Philip W. Dunton, Jr	Read Replies (1) \| Respond to of 3661

John, Thanks for your kind note. You might recall that I travel to Korea quite a bit on business and for that reason I was able to avoid the slaughter in the chip equipment stocks. FYI, things are bouncing back rather nicely there now. Do you have a target on MTSN? Does Brad still own a lot of shares? Michael Murphy is saying this will be a 3 year up cycle for the industry and its just starting. If that's true and I let my imagination run a bit, I see some big numbers for MTSN. Notice you like CYMI. Merrill just came out with a research report on it last week with a 1-1 rating. Are you buying CYMI here. I bought CMOS, AMAT, and KLAC in October, all Murphy recommendations. He still loves MTSN. Anyway, good luck with MTSN and with your cars. All the best. Phil