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Technology Stocks : Semi Equipment Analysis

SOXX 309.36

+2.2%

Dec 3 4:00 PM EST

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To: Kirk © who wrote (10478)	7/8/2003 12:00:46 PM
From: Donald Wennerstrom	Read Replies (2) of 95520

Brian posted an article on the ASYT thread about them making a big win with UMC in Singapore - supplying 300mm automated material handling system for a new fab. Message 19092030 This might be very interesting in that ASYT would seem to be one of the potential best buys in the Group. Their PEG of 0.64 based on last Thursday's close is the best in the Group by a large margin. Message 19084581 Yesterday ASYT closed up 9 percent for the day, and today with the present news just out, the stock is up over 9 percent again. Does anyone know how important this win is for ASYT? Does it portend bigger things to come? If it is important and ASYT can get some more similar wins, it would seem it has a lot of room to run. Next year consensus earnings are 0.52 for a PE of 13 and 20 percent long term growth gives a PEG of 0.64. ASYT seems to have been in the "doghouse" with investors for years - I owned some at one time, but not now, - if it gains favor again it might do very well. It could go to 13 dollars a share and still have a lot of room to go forward if they can gain some more market share. Don

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