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


To: Q. who wrote (1353)7/30/1999 4:12:00 PM
From: nasdaqian  Read Replies (1) | Respond to of 2313
 
I can't imagine the licensing revenue for gas purge would compensate for loss of foup sales.

I remember long ago on this thread mentioning that though Asyst clearly dominates 200mm and under SMIF equip. that 300mm would be much more competitive. I think that is showing itself to be true as time passes.

Asyst/Hine
PRI/Equip
Brooks/Infab
Adept/BYE
Empak/Fluoroware
Daifuku and I don't know what other foreign competition.
Others?

Should be an interesting contest.