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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (9239)4/2/2003 1:43:15 PM
From: Return to Sender  Read Replies (2) | Respond to of 95640
 
Cary, Kirk and everyone. Is ASYT a good buy now below 4 with a 52 week low of 3.35?

stockcharts.com[h,a]daclyyay[d20020402,20030402][pb20!b50!b200!c13!c20!c50!i!d20,2!f][vc60][iUb14!La12,26,9!Lg!Li10,10!Lh5,5!Lp14,3,3!Ll14]&pref=G

biz.yahoo.com

Asyst guides Q4 lower (ASYT) 5.05 -0.37: Co. expects to report Q4 consolidated net sales of 'approximately $57 million, versus updated previous guidance of $70-$72 million, a shortfall of approximately 19%.' Multex consensus est is for revs of $70.8 mln.

The stock is down 21% today. Currently at 4.04.

Is the warning based on a delay of orders company specific or is it something that we will see hitting even the big boys when they actually report earnings?

All input it welcomed.

RtS



To: Kirk © who wrote (9239)4/2/2003 4:09:47 PM
From: Cary Salsberg  Respond to of 95640
 
My orignial 8 on the "BLOOD" thread in '96 were:

AMAT, KLAC, LRCX, and NVLS (leaders) and

EGLS, SVGI, Tencor, UTEK (2 times cash 1.5 book and below).

When Tencor merged with KLAC, I added ASYT.

The leaders beat the bargain pretty handily. Tencor (merger - 10 bagger) and ASYT (13 bagger) did well, but EGLS (2-3 bagger), UTEK (1-2 bagger) and SVGI (1-2 bagger) did not


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