Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Ian@SI who wrote (1054)	3/16/1999 6:18:00 PM
From: Q.	Read Replies (2) \| Respond to of 3661

Ian, analysts won't resume coverage until the market cap climbs back up and thereby appears on their radar screen. Meanwhile you've got a micro cap stock with little analyst coverage. I expect the stock won't be highly correlated with AMAT or the SOX. It'll give up some of that correlation to move some with small cap stocks as a whole. So I think some patience is called for, and some willingness to take advantage of deep-bargain prices if they materialize again.

To: Ian@SI who wrote (1054)	3/16/1999 6:38:00 PM
From: EACarl	Respond to of 3661

Hi John and Ian, MTSN doesn't seem to care about what the rest of the sector is doing. Huge up day for equipment makers (mostly the large cap ones - again). It would not be out of character for the semi-equips to be down, and finally see our MTSN have a big day. I bought some shares back today that I had sold around $9 on the last run up. I never seen such a divergence between the large cap and small cap semi-equips. AMAT and the like selling at obscene valuations (for this point in the cycle anyway ~ 6x sales) , and the little guys selling like there is no recovery yet. Some of them at 1 or 2 times sales, or 2 x cash. Actually MTSN is very cheap on a price to sales. Still waiting also for my COHU, SFAM, EGLS and some others to "be discovered"