Asyst Technologies (ASYT) Good Value/Where is the Bottom? Message Board

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Technology Stocks : Asyst Technologies (ASYT) Good Value/Where is the Bottom?

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To: The Ox who wrote (2205)	7/9/2004 3:30:22 PM
From: Barry	Read Replies (3) of 2313

Doesn't it feel like the downgrade was issued to flush out the remaining weak hands? I'm holding on thus far, but not sure how much longer I can take this (i.e. i guess that makes me a weak hand). Brooks/PRI always seems to perform stronger, even on less volume, than Asyst. Take out the day when Asyst roared 15% a couple of weeks ago, and ....it's just very weak compared to the other SCEs. Once I peel off a portion, Asyst might be allowed to take off. Looked for my notes from the last CC, couldn't find them. Any idea when the 0% margin FPD business drops off and is more appropriately priced? Memory thinks it's next quarter or the quarter after - but if that were so, I'd expect ASYT to rise and discount this. Had to reread the Jonathan Moreland article from a couple of months ago to hold onto my conviction that the future of Asyst will be bright.

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