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To: Q. who wrote (1055)3/16/1999 6:23:00 PM
From: Ian@SI  Respond to of 3661
 
So I think some patience is called for, and some willingness to take advantage of deep-bargain prices if they
materialize again.


John,

I'm in a much better position now than I was last October.

Somehow, I suspect there's much more upside during the next 2 years from MTSN at less than 6 than there is from AMAT, NVLS, ASML or KLAC from their current prices.

Patiently waiting and looking for more opportunity,
Ian.



To: Q. who wrote (1055)3/17/1999 8:15:00 AM
From: John Stewart  Read Replies (2) | Respond to of 3661
 
Mattson just updated the jobs list on their homepage with about 25 jobs in about all areas - good sign! ..One of them is for a CFO - bad sign, Mora is very good.