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

To: davidtrx who wrote (2232)7/29/2004 1:38:08 PM
From: robert b furman  Read Replies (1) | Respond to of 2313
 
Sbse closes out the year and reports August 10th.

Always nervous about end of year - throw in the sink adjustments.

I'm hopeful their avionics is coming back.Lockheed and Raytheon both said that was strong.

Medical should be great and Applied and Delta Design (Cohu) both shipped alot of machines.

If their communications comes back (they're on the leading edge of VOIP) they'll be a 30 dollar stock in 05/06.

Thanks for the tip.I'll look into it.

Bob


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