Asyst Technologies (ASYT) Good Value/Where is the Bottom? Message Board

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

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To: Ian@SI who wrote (1192)	11/14/1998 7:47:00 PM
From: FJB	Read Replies (1) of 2313

I guess this is the explanation for ASYT's strength recently. Sorry if this was already known. In our opinion, Asyst remains the best opportunity in the group. Management continues to look for sequential revenue improvement and a book-to-bill above 1:1. In addition, it expects to book two retrofit contracts worth $30-40 million each in the first quarter (or possibly second quarter) of calendar 1999. Unlike new fab contracts in which similar revenues are spread over a 2-3 year period, these retrofits take about 3 quarters -- i.e., add $10 million (+) a quarter. Message 6417266

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