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Technology Stocks : Semi Equipment Analysis

SOXX 304.92

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4:00 PM EST

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To: Return to Sender who wrote (9240)	4/2/2003 4:21:40 PM
From: Cary Salsberg	Read Replies (1) of 95652

ASYT and BRKS (Brooks/ PRI Automation) are the US component of the industry. They provide wafer handlers for tool makers (move wafer into ad out of tools)and wafer handlers and mini environments (move wafers between tools)for fab automation. There is no doubt that there will be future demand. These have lower barriers to entry than most front end and back end companies because there is more technical overlap with generic automation companies. I don't like the ASYT balance sheet as much as BRKS. In the past, the Asyt management has not proved very comforting to shareholders due to some what might be called shenanigans. I am not buying. I sold my remaining shares and move the money to ASML a while back. Those were $5 shares. In 2000, I sold the shares in my IRA for $50.

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