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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 150.32+5.4%3:59 PM EST
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To: Katherine Derbyshire who wrote (6607)8/15/1998 1:07:00 PM
From: David Rosenthal  Read Replies (1) of 10921
 
Katherine,

Having recently visited the Yahoo board concerning ASECO I was surprised to read a variety of rumors concerning the company (usually SI is a better source of information but there has been no specific information posted here):

* Layoffs of engineering talent
* Lack of success of their new machine vision handler.
* Mismanagement of WED leading to lawsuits and lack of orders there.
* Lack of competitiveness
* General mismanagement

Their current stock price would seem to reflect some of this beyond the slowdown in back-end equipment. Do you have an informed opinion that you would like to share on ASECO?

Thank you,

Dave Rosenthal

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