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To: Judy who wrote (21461)6/10/1999 1:09:00 AM
From: Sonki  Read Replies (2) | Respond to of 42787
 
yes, i remeber u mention asyt ! took some profit on txn stock today. last week bot some y2k2 leaps on txn.

On May 3, 1999 Van Kasper & Company analyst Gerald Fleming issued a 4 page Company Report on Asyst Technologies, Inc. Report highlights: 'The fiscal 2000
EPS estimate was lowered from $0.31 to ($0.02) due to potential short-term weakness. The rating was upgraded from Buy to STRONG BUY with a price target of
$30. The company announced that it signed a $20-30 million contract with Texas Instruments.'




To: Judy who wrote (21461)6/10/1999 9:02:00 AM
From: orkrious  Read Replies (1) | Respond to of 42787
 
judy, add CYMI to PRIA and ASYT as huge beneficiaries of the move to 300mm. These new fabs will all require new scanners, each of which will have a Cymer laser in it. Cymi really didn't exist a few years ago, but they have 98% of the market for deep ultraviolet lithography lasers.

Next year's earnings estimates are too low, they should make $1.50-$2.00, and grow 50% annually for several years thereafter.

Check it out.

Jay


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