SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Asyst Technologies (ASYT) Good Value/Where is the Bottom?
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Q. who wrote (807)6/2/1998 11:31:00 PM
From: John L.  Read Replies (1) of 2313
 
I think that ASYT is in the right business, 300mm systems will surly use automated handlers. If you have been in very many fabs the operators tend to be small, it will be difficult for many to handle the size and weight of 25 300mm wafers. The value associated with the product will make automation a no brainer decision, ASYT should reap the rewards of this transformation. I doubt they are going to be very receptive to a take over as long as they have cash and a good product. This area will develop competition as the revenues increase but being the first guy with the goods is a huge advantage. I hope my reasoning pays off for me as the upturn arrives and 300mm becomes a reality. Everybody is trying to survive the downturn and develop there own new products for the next cycle so I think ASYT will be left alone to prosper.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News