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: WebDrone who wrote (2225)	7/28/2004 12:25:39 PM
From: robert b furman	Read Replies (2) of 2313

Hi Web, I like your contrarian viewpoint / logic. I've on Asyt before as well. It seems to me Asyt has dipped below 5 over the years,and it is there now again. The entire sector is out of favor and it seems to me that a final shakeout is what we're seeing now. I don't think new lows are destinned,as the health of the sector is certainly better than what it was in 02. I think this is a manuverred play to accumulate - just before the world recognises that this cycle will be much more vibrant and longer in duration. This does seem like a good time to buy more - but I like you am much more tempted to have Nvls,Brks,or Amat vs Asyt. Bob I disliked / distrusted Parikh and sold out in 2000.

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