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Technology Stocks : Asyst Technologies (ASYT) Good Value/Where is the Bottom?
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To: James Calladine who wrote (1724)9/23/2000 6:34:54 PM
From: Donald Wennerstrom  Read Replies (2) of 2313
 
Jim,

Thanks for the "heads up". A great presentation.

I particularly liked page 33,

1. Forecast growth of 27 percent in 2000 and 30 percent in 2001.

2. Semi capital spending of 69 percent in 2000 and 28 percent in 2001

3. Entering a 3 year industry growth cycle.

Unfortunately, the market is presently paranoid and not listening to anything but bad news. Maybe Friday was the "turn around" day and the good news filter is starting to fade away.

The bargains out there in semi-equip land are incredible. Just an example, TER lost 25 percent in value this past week when a Prudential analyst said TER might miss estimates:

yahoo.cnet.com

Based on Friday's TER closing price, it is selling for a next year's PE of 9 with a PE/G ratio of 0.36. (I am going to post the table on the TER thread for information)

Don W.
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