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: Yakov Lurye who wrote (645)	3/10/1998 10:57:00 PM
From: Mason Barge	Read Replies (2) of 2313

Yakov - This is the only semi equipment stock I'm still holding (okay, I picked up some COHU today, but that's just because I love dividends and couldn't figure the size of the fallback). I think they should be able to show some earnings strength even in the current situation and it's my favorite in the field at this price. Even during a contraction, it's a great way to extend cleanroom life for a dying fab -- it doesn't, in other words, depend on new fab construction so much as a lot of these issues -- much of their sales comes from partial and full conversions. This is a much better issue right now, IMHO, than PRIA or Brooks at these prices, although I'm looking for PRIA to fall way back on an earnings debacle -- the postponed new construction will hurt them worse than most of the non-litho companies. And then we strike!

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