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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 (689)	4/29/1998 9:22:00 AM
From: Yakov Lurye	Read Replies (1) \| Respond to of 2313

I, for one, re-established 2/3 of my ASYT position yesterday. Most likely, it will go lower (semiconductor index is at 310+, which is definitely not the lowest point in the current monthly cycle), but hopefully the selloff should be over by next week. It is a bit worrisome that whlie most of semi-equipment manufacturers are up since the beginning of the year, ASYT is testing 1998 lows. This might be related to the combination of weakness in the Taiwanese market and current DOW/NASDAQ corection - hope that this isn't an indicator of some serious accounting problem. Is it normal for ASYT to report end of year results with a month delay? Good luck, Y.