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Technology Stocks : Asyst Technologies (ASYT) Good Value/Where is the Bottom?
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To: JZGalt who wrote (644)3/5/1998 10:53:00 PM
From: Yakov Lurye  Read Replies (2) of 2313
 
Dave,

Granted - could probably do better tomorrow morning. However, 22.5 looked like a reasonably low entry point.

Typical monthly SOX selloff is about 15% and does not last more than 5 days. This one started 5 days ago when SOX was at 330, so we may be close to the near-term bottom here.

Don't know much about ASYT - will do some reading today. My initial impression is that they do not depend entirely on new fab construction and could benefit from retrofits of old fabs. Low exposure to Korea is also a plus these days.

Y.
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