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

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To: Navigator who wrote (1171)10/28/1998 1:13:00 AM
From: cape radical  Read Replies (1) of 2313
 
ASYT has appeared on my hit list and i just performed a valuation on it. it appears to be "undervalued" quite significantly and i can justify a price of $14 with a max of $20.

does anyone have an idea of ASYT's operating margin going forward, i.e., after FY1999? i have assumed 15% with a revenue growth of 25%. i can run the numbers for any forecast horizon with an educated operating margin.

from my vantage, any thing under $10 is an excellent entry point. of course all bets are off if a recession hits us.
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