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

To: Alan Siegal who wrote (542)	11/2/1997 12:38:00 PM
From: Cary Salsberg	Read Replies (1) \| Respond to of 2313

Alan, ASYT has done better, this year, than the 8 semi-equips I am holding. I still believe that automation will take second place to other niches over the longer term and that automation is going through a catch up window during which their sales growth exceeds the other semi-equips. This relativly stronger growth is reflectd in the price of ASYT. As far as specific performance is concerned, ASYT has had relatively flat sales, I believe, but has improved profitability considerably. I have not followed them closely enough this year to have any real opinion on the company. Cary