TNCR, the MOST Undervalued Semi-Equipment Stock Message Board

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Technology Stocks : TNCR, the MOST Undervalued Semi-Equipment Stock

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To: Stephen M. Neal who wrote (97)	4/17/1996 2:25:00 PM
From: Cary Salsberg	of 362

Stephen, I started a thread on Asyst Technology (ASYT), another semi equipment maker, because they have been growing rapidly, have few shares outstanding (5.3M), and are cheap with respect to sales/share and equity/share. They have moved down in price since last summer along with most other semi equipment makers. This downward movement is based on the street's feeling that semis and to a greater extent semi equipments are cyclical and that the end of a boom cycle since 90-91 is approaching. I would appreciate your technical view point for ASYT and the whole semi equipment industry. By the end of 1997, will today's typical $20 semi equipment stock be at $50 or at $7? The answer will be worth a lot of money to a lot of people, so be convincing. Thank you Cary

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