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: JZGalt who wrote (1220)	11/18/1998 1:57:00 PM
From: nasdaqian	Read Replies (1) of 2313

"As far as I know that is unique." Nope. Emtrak or whatever the company is now called is another good system among others. But Asyst was smart to buy Fluoroware's Fluorotrac technology. It was being used instead of Asyst's own Smart Traveller tracking system in many fabs because it actually identifies the cassette not the lid of the pod which carries the cassette. But it's not Goliath. And SMIF equipment hardware is not proprietary nor super high tech. The SMIF interface specs are public knowledge. If you can make a better mousetrap you are welcome to the party. User's are very willing to look at non-Asyst solutions. So they have their work cut out. The tracker stuff is important though and Fluorotrac, who had relationships with just about every fab, OEM and SMIF manufacturer who liked that approach (a lot) is locked up by Asyst now. Don't get me wrong, Asyst is the company to own in this market. I wish in retrospect that I had the guts to buy around 10. I Hope it tests its lows or establishes clear resistance at a lower price but I'm not holding my breath.

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