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


To: Proud_Infidel who wrote (2183)8/29/2003 7:51:32 PM
From: SemiBull  Read Replies (1) | Respond to of 2313
 
While firm believes ASYT is ripe for new money, BRKS remains their top pick in automation due to its margin profile.

Hmmm....how reflective are margins at this juncture of the cycle, relative to the peak? It would seem that, unless they are projecting this differential to continue going forward, this is non-speak. Naturally, I assumed it was not substantive. Differing views?