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

To: Drake who wrote (574)	12/3/1997 6:19:00 PM
From: Paul Getman	Read Replies (1) \| Respond to of 2313

John & Drake, This is a timely subject for me because I've been thinking about selling part of my ASYT holdings (only a small part) to diversify into PRIA. I've wanted to own PRIA for a long time, but it shot up so quickly that I never got the chance. I noticed that John's statistics were retrospective, so I pulled down some data from Zacks on future earnings and came up with these: ASYT PRIA 1998 Calendar Year P/E 17.3 19.1 1998 Calendar Year EPS 1.79 1.62 5-year EPS Growth 30% 30% (Since the two companies have different fiscal years, I converted their earnings into calendar years to make them comparable.) Even prospectively, both companies' valuations are still remarkably similar--and cheap! Paul