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


To: Dale Knipschield who wrote (1114)10/2/1998 5:04:00 PM
From: HB  Respond to of 2313
 
Is there anybody out there.....

Is there anybody out there....

Is there a-n-y-b-o-d-y out---- there---- ????

I think we're hitting The Wall....

I think we're just starting to feel Comfortably Numb...

I hope no one's margined, or we'll see you on the
Dark Side of the Moon...

"Good time to double up?"

Maybe that's where everyone is. Doubled up ;-0.

Whether it's a good time to double up depends on how
much cash you have, and how diversified you want to be,
and so forth. If semi-equips aren't too big a part of
your portfolio, I think it is. But I'm not doing it yet.
I wanna have cash to buy the big drug companies at a P/E
of 12 in a coupla years. I know, dream on...

It is, however, a great time to buy the third I bought
awhile ago.

Cheers,

HB



To: Dale Knipschield who wrote (1114)10/2/1998 5:08:00 PM
From: Jack Kunkle  Read Replies (3) | Respond to of 2313
 
Knip:

I have been buying down here. Asyst has just about $7.00 per fully diluted share in cash and no debt; I think that this is a "no brainer". It appears that ASYT has about $2.04 in free cash flow/share to sustain operations.

Regards, and boo,

Jack Kunkle