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Technology Stocks : Asyst Technologies (ASYT) Good Value/Where is the Bottom?

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To: Q. who wrote (807)6/3/1998 9:47:00 AM
From: Smilodon  Read Replies (1) of 2313
 
Asyst/PRI Automation seems like a terrific combination.

This has been talked about many times before. They seem to be the natural competitors in the automation segment. I don't think any other combination makes sense for Asyst, as it would be more difficult to OEM if they were owned by one of the tool makers.

If PRI and Asyst merged, they would have an essential monopoly in one of the fastest growing segments of the semi-cap market. I think it would preserve profits and lead to greater shareholder value for both firms.

And, given that Asyst is weathering the current cycle better than PRIA, this would be a great time for the merger if you are an Asyst shareholder.

JMHO (I don't know of anything in the works)

Archer
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