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

To: JZGalt who wrote (673)	4/2/1998 11:02:00 AM
From: Paul Dieterich	Read Replies (2) \| Respond to of 2313

Carl Johnson on ASYT: exchange2000.com Q: Is the longer term theme in place for the photomask stocks? A: We just bought the photomask stocks in February and would be accumulating them for the long term. You asked what else we like earlier. I am fond of specialty guys - companies that facilitate the efficient manufacturing effort. This includes ATMI Inc., ASYT and PRI Automation. I realize that is a fairly narrow selection of companies but this is where we see steady long term growth.