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

To: Paul Getman who wrote (697)	5/7/1998 4:39:00 PM
From: Think4Yourself	Read Replies (1) \| Respond to of 2313

Asyst has little/no exposure to Korea and Japan. I bought more today on anticipation of pretty good earnings.

To: Paul Getman who wrote (697)	5/9/1998 1:39:00 AM
From: Jim Miller	Respond to of 2313

Paul and Donald, Thanks for the notes. Infrastructure is indeed a useful and often well written resource. I used to subscribe, but the mail load became overwhelming, and something had to go. Perhaps it was the wrong thing to go. ASYT has been a good long position for me before. I bought well during the last tank, but sold too soon, when I thought the co.s share price was growing more on exuberance than performance. Still, was a nice 70% gain. I like the company as a longer term holding, like KLAC and AMAT, but I feel one is sort of forced to play the swings, as long as it swings so spectacularly. I am once again awaiting the inevitable revival of semi cap. investment and common sense among the analysts and institutional holders that will bring a return to a more reasonable valuation, perhaps in the upper thirties. Jim