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

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To: Proud_Infidel who wrote (1323)5/13/1999 4:18:00 PM
From: WebDrone  Read Replies (2) of 2313
 
Can someone tell me what the contract means in semi-land?

I interpret this to mean that ASYT just started to see business due to 300mm wafers, something I have been waiting for longer than I anticipated. I think it is significant, but will really be significant if this is just the first of many contracts that could come when 300mm and smaller die sizes become more widely adopted.

Am I out in the weeds here? Any comments appreciated.

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