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Technology Stocks : Asyst Technologies (ASYT) Good Value/Where is the Bottom? -- Ignore unavailable to you. Want to Upgrade?

To: Ian@SI who wrote (1337)	6/21/1999 8:53:00 PM
From: lrrp	Read Replies (1) \| Respond to of 2313

Ian, its been awhile, in internet time aleast 9 years; a friend of mine told me, that internet time is faster than dog years <G>! it seems to be true! I have have not been as diligent as I was due to work; Ive been playing catch up, so please bear with me! I see you have sold asyt; to me there is no doubt the sector is starting to look pricey, with the reasoning that business is starting to pick up and 300 mu is really beginning to happen; so even the smart money is moving in<G> It seem that just looking at crude numbers, ie p/b, p/s, growth rates asyt is less overvalued, but less growthful, than pria; since its very difficult to time this process( unless you use stochastics for say amazon<G>) why not just hold on and let the growth rate catch up, if you cant be on the computer on a daily basis? I guess what Im asking is basically , is your reason for selling just valuation or something that is company specific? thanks