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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 (605)	1/21/1998 10:00:00 AM
From: Ian@SI	Read Replies (2) \| Respond to of 2313

John, I have a somewhat more positive outlook for ASYT than your last post indicates. By spending $10M-$20M on ASYT's stuff, a chipmaker may extend the life of a fab by 6 years. Rather than spending a couple Billion for a state of the art fab, using ASYT's SMIF technology, the chipmaker gets most of the benefits for about $100M or so including new process equipment. I believe this will be attractive for many chipmakers and be quite positive for ASYT for at least the next year or 2. JK, Far too many things can affect short term stock prices. Personally, I don't tend to risk any of my money looking for a quick bounce. I will buy stock in companies that I'm happy to own after they've been shunned by the street. That's how I got into ASYT in the first place. Ian.