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

To: Ian@SI who wrote (624)	2/6/1998 2:54:00 PM
From: dia oko	Read Replies (1) \| Respond to of 2313

"NVLS is design win # 200 for ASYT" "Our Asyst-SMIF solutions are now integrated in over 90 percent of the front-end process areas in today's fabs,'' I hope the Investment Community realizes the supreme position ASYT holds in its market. The retooling of semiconductor companies to 300mm wafers is A MUST FOR THEIR SURVIVAL AND NOT A CHOICE. Even far east semi manufacturers have no choice but to keep up with this new technology, for it directly affects the bottom line by way of higher DIE YIELD. In fact since far eastern's economies depends so much on their component manufactureability, it is more of a survival issue for them than others who not depend so much on semi manufactureability efficiency and capacity. Those semi's able to convert sooner will have a price advantage than those who postpone or are not able to do so. In a such a fast moving semi's market one does not really have a choice but to upgarde or loose the race. In my openion semi eqpt makers stocks in general, and ASYT in particular are the best bargain in today's market. KLAC, SVGI are worthy of special attention. Sooner or later market will come to the realization of above fact and a repeat of 97 price appreciation for these stocks will be in order. Regards, Dia