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

To: Kirk © who wrote (10478)	7/7/2003 4:21:30 PM
From: Cary Salsberg	Read Replies (2) \| Respond to of 95520

OT We use wireless laptops with a wireless router connected to DSL. It is nice to be able to move the computer to where the people are. My laptops may be replaced for $700, $800, $850, depending on which ad I have seen recently. My next laptop will be able to burn DVDs. I have seen that capability for $1300 and $1550 in recent ads.

To: Kirk © who wrote (10478)	7/8/2003 12:00:46 PM
From: Donald Wennerstrom	Read Replies (2) \| Respond to of 95520

Brian posted an article on the ASYT thread about them making a big win with UMC in Singapore - supplying 300mm automated material handling system for a new fab. Message 19092030 This might be very interesting in that ASYT would seem to be one of the potential best buys in the Group. Their PEG of 0.64 based on last Thursday's close is the best in the Group by a large margin. Message 19084581 Yesterday ASYT closed up 9 percent for the day, and today with the present news just out, the stock is up over 9 percent again. Does anyone know how important this win is for ASYT? Does it portend bigger things to come? If it is important and ASYT can get some more similar wins, it would seem it has a lot of room to run. Next year consensus earnings are 0.52 for a PE of 13 and 20 percent long term growth gives a PEG of 0.64. ASYT seems to have been in the "doghouse" with investors for years - I owned some at one time, but not now, - if it gains favor again it might do very well. It could go to 13 dollars a share and still have a lot of room to go forward if they can gain some more market share. Don