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

To: laleh who wrote (551)	11/9/1997 10:17:00 PM
From: Paul Dieterich	Respond to of 2313

laleh, It is becoming clear that it is probably a fallacy to believe that jsut because SE Asian countries are having currency problems, they will necessarily cut back on cap equip outlays. In fact, most fabs will continue to invest heavily, just to stay competitive. Just look at what Taiwan is up to: exchange2000.com

To: laleh who wrote (551)	11/10/1997 5:58:00 AM
From: keith koestner	Respond to of 2313

After discussion this weekend, there is little concern over the short term effects of the problems in SEA, no concern over the long term. In fact, not doing business in Asia would be a major problem. Additionally, only about 10% of their sales come from countries that MAY BE affected by the currency devaluation. I would have to agree with Paul. -Keith