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Technology Stocks : Stock Swap

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To: Andrew Vance who wrote (15503)9/19/1998 11:20:00 PM
From: Dale Knipschield  Read Replies (2) of 17305
 
Andrew,

Any ideas on possible consolidation in the semi-equip sector over the coming months? Looks like its going to be 12-18 months before things start to turn around and I suspect that some of these companies are great targets with their highly reduced capitalization levels. Sure would like to hear your insight and reasoning on possible takeover candidates.

One other item.....where do you see the bottom for ASYT now that they are facing several consecutive quarters of losses? I'm certainly in no hurry to average down, but I'm trying to get a feel for where the bottom might be so I don't miss it by too much when I finally decide to double-up. Thanks in advance!

Knip
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