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To: Dale Baker who wrote (17862)	4/26/2000 8:02:00 AM
From: JSB	Respond to of 118717

Having fun is a given. <gg> I totally agree with the long term, it's the short term that worries me. Have fun in Zurich.

To: Dale Baker who wrote (17862)	4/26/2000 11:19:00 PM
From: WebDrone	Read Replies (2) \| Respond to of 118717

Take a look at ASYT. Earnings surprised me! It's automation for 300mm (the new big jumbo sized) silicon wafers. 300mm has been slow to be adopted, because it's expensive to get started. ASYT makes SMURFS, or KEEBLERS, or some such little robot elves and hermetically sealed pods, with bar codes and software and all that. Anyway, if 300mm really comes on, these guys are the play, IMO. I'm going to hope for a dip, and pick up my trading shares again. Disclosure- I still have half my position long. Not cheap, but they just turned profitable today. I think it can do 50%... So I'll shut up now! Web (thankfully not short some of the stuff we discussed last! WINK!)