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Technology Stocks : Stock Swap
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To: Andrew Vance who wrote (16102)1/20/1999 7:07:00 PM
From: Andrew Vance   of 17305
 
BTW- on a very positive note, I sat through the ASYT Conferecne Call this afternoon and was impressed with what managment had to say. ASYT looks to be forging ahead and will have a healthy recovery cycle. The financials left a great deal to be desired but the met the makret expectations. ASYT has a "good many irons in the fire" that wil start to pay off handsomely over the next quarters. Overall, the company is not as optimistic as other copanies relative to the 300mm program. they see more and more people pushing out 300mm programs with them and internally.

Andrew
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