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

To: Donald Wennerstrom who wrote (1725)9/23/2000 7:03:59 PM
From: James Calladine  Respond to of 2313
 
Donald,

Yes, I thought the AMAT presentation was useful for the view they present of the overall market.

I noticed also what happened to TER--on the strength of
an analyst--even though a company official commented that they felt that they would make their numbers......

I have been thinking of trading in my COHU for TER in the supposition that TER will likely bounce earlier than COHU
(if it bounces at all).......!

Only wish I had more cash available, but I have a big chunk tied up in MRVC and we may not be at the end of this multi tier trashing of the semi equip segment.

Keep up the good work--it is appreciated.

Best wishes,
Jim



To: Donald Wennerstrom who wrote (1725)9/24/2000 11:20:18 AM
From: semi2000  Respond to of 2313
 
Welcome back Don!

I and probably many others missed those tables!
Current gloomy conditions are good for those who can buy any stock in semi equipments which are at good values(IMO). I did just that. I bot CMOS (35.5), TER (41), PRIA (26.3). I hope this storm is just a passing terbulance and not more. I already have EGLS, TXN, TQNT and CGNX (all under as well).

Good luck to all


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