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: davidtrx who wrote (2244)	8/8/2004 10:16:04 AM
From: robert b furman	Read Replies (2) of 2313

Hi Dave and Web, I have no position in either Brks or Asyt. I'm the lucky seller of Asyt in 99 in the 30's.That after buying it @13-15 and watching it drop to the 5 range.So I am totally qualified to speak out about what it is like to have Asyt as a loser. 1) I was not very comfortable with Parikh - he was out for himself - I'm glad he's gone.But with him also has gone Asyt's balance sheet. The move to manufacture everything overseas has been a similar move made by companies desparate to exist (cost saving strategy like Mcti or Egls).Not a good track record. I like Brks for their financials and what I think may be better technology - one that doesn't require going overseas. It seems there solid financials and perhaps relationship are holding them together.If you were to build a 3 billion plus fab - you'd want the repair guy to be getting a good paycheck. Brks has always been the nich leader of automation and I've viewed Asyt to be the smaller player that out PR'd BRKS. If I was going to buy into this sector - it would be Brks.They seem to be on top of 300mm globally vs regionally. FWIW Bob

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