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To: Sam Citron who wrote (7737)	2/6/2004 11:29:11 PM
From: Return to Sender	Respond to of 13403

OT: ASYT lost 33 cents per share instead of the expected loss of 23 cents despite the fact that they had higher than expected revenues. From Briefing.com: Asyst reports (ASYT) 14.90 -0.17: Reports Q3 (Dec) loss of per share of $0.33 per share, which excludes multiple ex items totaling $0.19, not clear if comparable to Reuters Research consensus of ($0.23), revenues fell 1% year/year to $74.9 mln vs the $59.1 mln consensus. That's all I know. Hope it helps. RtS

To: Sam Citron who wrote (7737)	2/7/2004 12:31:21 AM
From: Barry	Read Replies (1) \| Respond to of 13403

OT Sam - conference call is definitely worth listening to. If I remember the appropriate one (hard to recall which company said what sometimes) for asyst, although AMHS backlog growth was solid, asyst has a lot of 0% margin business to fulfill over the next 3 quarters related to flat panel display business. Kinda was hammered (in my mind) by a couple of analysts, one for securing 0% margin business (no way to explain positively, either they (1) knowingly made a financially poor (short term) business decision to break into the field or (2) miscalculated the eventual higher than expected costs associated with garnering the business). I will have to listen to the cc again - there was another point in which they took a hit (my perspective). Maybe their operating margins in general were on the low side for their Shinko or their Korean subsidiary, or perhaps both. Nothing thrills like catching a falling knife; went a little long Thursday, was hoping to get longer today, but I've a difficult time buying on upticks. Currently underwater, although bleeding is minimal. Might have to chase on Monday, hope to catch more before it runs away.