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

To: Q. who wrote (807)	6/2/1998 11:31:00 PM
From: John L.	Read Replies (1) \| Respond to of 2313

I think that ASYT is in the right business, 300mm systems will surly use automated handlers. If you have been in very many fabs the operators tend to be small, it will be difficult for many to handle the size and weight of 25 300mm wafers. The value associated with the product will make automation a no brainer decision, ASYT should reap the rewards of this transformation. I doubt they are going to be very receptive to a take over as long as they have cash and a good product. This area will develop competition as the revenues increase but being the first guy with the goods is a huge advantage. I hope my reasoning pays off for me as the upturn arrives and 300mm becomes a reality. Everybody is trying to survive the downturn and develop there own new products for the next cycle so I think ASYT will be left alone to prosper.

To: Q. who wrote (807)	6/3/1998 9:47:00 AM
From: Smilodon	Read Replies (1) \| Respond to of 2313

Asyst/PRI Automation seems like a terrific combination. This has been talked about many times before. They seem to be the natural competitors in the automation segment. I don't think any other combination makes sense for Asyst, as it would be more difficult to OEM if they were owned by one of the tool makers. If PRI and Asyst merged, they would have an essential monopoly in one of the fastest growing segments of the semi-cap market. I think it would preserve profits and lead to greater shareholder value for both firms. And, given that Asyst is weathering the current cycle better than PRIA, this would be a great time for the merger if you are an Asyst shareholder. JMHO (I don't know of anything in the works) Archer