Azenta Message Board - Msg: 19997229

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Technology Stocks : Azenta

AZTA 29.35

-0.7%

Nov 7 9:30 AM EST

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To: robert b furman who wrote (785)	4/7/2004 9:34:51 AM
From: Proud_Infidel	Read Replies (1) of 1138

Hi Bob, Yes, I assume so. I know of no other NA DRAM manufacturers. I must admit I am surprised by the under-performance of the automation companies over the past years. I have some shares in both BRKS and ASYT, and have lowered my holdings in ASYT to a very low level. I look to sell the rest of it off should we get a nice sector rally. I am not a fan of ASYT management. If I had to do it all over again, I would have stayed away from even ASYT and PRIA and BRKS, and put my money into AMAT, LRCX or VSEA. Luckily, these companies were never a large part of my portfolio. I am still underwater on my BRKS(formerly PRIA) from years ago. Brian

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