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

To: Q. who wrote (573)	12/3/1997 11:53:00 AM
From: Drake	Read Replies (1) \| Respond to of 2313

Just this one thought -- I think ASYT will recover faster than PRIA.

To: Q. who wrote (573)	12/3/1997 9:18:00 PM
From: Paul Dieterich	Read Replies (2) \| Respond to of 2313

John, It's funny how many of us started to think about PRIA today. Perhaps it was that 29 1/4 bid. I used to own this stock, but took profits last winter on fundamentals (way, way too early), to buy more ASYT. I just read the last 100 posts on the PRIA thread. Not alot of noise, but the company still looks as solid as a year ago. Seems that fundamentally the biggest question is when 300mm will be ramped up. Not as soon as most expect. I heard AMAT's CEO on CNBC the other day say how 12 inch wafer equipment won't generate much income until 2000. Also, what kind of threat does Jenoptyk pose? I haven't done any DD on them yet. Nobody talks about them, but they just got a Fujitsu automation contract. It would probably be approriate at this point to move future discussion over to the PRIA thread. Best regards, PD