Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Stock Swap -- Ignore unavailable to you. Want to Upgrade?

To: John Poydock who wrote (15371)	8/25/1998 7:54:00 AM
From: Sly_	Respond to of 17305

USRF..Another News Release: August 25th, 1998. This makes 3 releases in 5 days. It is amazing how so little volume increases this stock price. I guess with the small available float (less than 200k) this is expected :} quote.yahoo.com Sly_

To: John Poydock who wrote (15371)	8/26/1998 10:54:00 AM
From: Andrew Vance	Read Replies (1) \| Respond to of 17305

AV--I consider ASYT to rank as one of more favorite stocks and should perfrom when we get out of this slump. There is also a good chance that as this downturn extends further, some companies might look at a SMIF retrofit as a low cost alternative for yield enhancement or advancing their technology 1 generation. Anyway wafer fab that is borderline 0.50u, wanting to go to 0.35u or 0.25u but is defect density limited, might be able to slip into that technology by selectively incorporating minienvironments and automated handling equipment provided by ASYT. I have seen struggling 2.0U fabs move down to 1.5u, 1.0u, and 0.75u with just implementing ASYT's SMIF technology. ASYT could prosper in these troubled times. With that said, the economic factors today are decimating this sector. I am starting to see analysts predicting a late 1999 recovery at best with a few mental cases sticking to their late 1998 predictions. I am still mid 1999 and maybe that needs to be re-evaluated. Right now, there aren't any real trading ranges to play and everything is tending to go south. I have been silent on many of these stocks since there is nothing but uncertainty until at least mid 1999. However, when the pockets of activity occur, I jump in for awhile and try to optimize this poor situation. AMAT's announcement poises them to run at a $600M quaterly run rate, giving them a 400 basis point pop when things get back to normal. That is a very healthy situation to be in WHEN things turn around. Holding for the long term, selling and licking your wounds, or looking to more favorable sectors may be the order of the day for the next quarter or two. Andrew