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To: Judy who wrote (13984)	5/20/1998 5:26:00 PM
From: Patrick Slevin	Read Replies (1) \| Respond to of 17305

Analysts are rotating buys amongst all the popular blue chip stocks, dear. If you have been paying attention, DD, GE, PFE, DIS, IBM, PEP, and on and on. Hard to argue with pix like that. No danger, slight risk, very defensive.

To: Judy who wrote (13984)	5/20/1998 5:37:00 PM
From: Andrew Vance	Read Replies (2) \| Respond to of 17305

AV--They may very well be right on target<GGG>. I just love the way they think. Eating your Big Mac while travelling and attending Mickey World. If indeed this is the case, make mine a Quarter Pounder and Epcot. I suggest you watch ASYT real close and make a move on it when you feel the time is right. The conference call is setting ASYT up for stagnation for the next 2 quarters. This is how it is being promoted by the managment. They are expecting normal results for the next 2 quarters but they are doing better in the areas of inventory, A/R, margin, cash flow, asset managmement, resource managment, rev/employee, SG&A, etal. They are tightening their belt just to ensure they do not get into a bad situation. Now in 64 fabs, up 9 for the year. Acceptance is getting easier and easier. Booked $171 million vs revenues of $165 million this past year.. Backlog of $50 million. They are cautious moving forward. Even though I have a major position in ASYT, I may very well add to this position with the remaining "ENMD Gift Fund." It would not be a major average down and would be measured in less than a point. www.asyst.com website will have the replay of the conference call. I would suggest those interested to take the time and listen to the replay after 8 pm tonight. Andrew