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

To: Cary Salsberg who wrote (10501)	7/8/2003 1:17:44 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95520

<In the news release, they said they had won 8 of 14* 300mm automation deals. This would indicate that this kind of success is included in current results and future estimates.>* That sounds like a pretty good win/loss ratio and should support the present consensus earnings estimate of 0.52 for next year. One of their competitors, BRKS, at last Friday's close sports a PE of 58 and a PEG of 3.33. Now if they won the other 6 of 14 300mm automation deals, ASYT is performing better than BRKS and has a PE of 14 and a PEG of 0.64. ASYT could triple in price and still not reach BRKS valuation levels. Would that be reasonable - anyone? Don