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

To: Ian@SI who wrote (1192)	11/4/1998 10:08:00 AM
From: nasdaqian	Respond to of 2313

I think it's the logical progression from being an aftermarket add-on in some case to an "integrated" solution in others to providing the whole "front end" so that customers can concentrate on their core process expertise and let a vendor provide the wafer handling expertise. Companies like AMAT, KLAC, etc. spend a lot of effort in wafer handling solutions yet that is not what they really sell. Now that SMIF is inevitable for the next generation of equip. Asyst is smart to go there. IMO Bruce

To: Ian@SI who wrote (1192)	11/14/1998 7:47:00 PM
From: FJB	Read Replies (1) \| Respond to of 2313

I guess this is the explanation for ASYT's strength recently. Sorry if this was already known. In our opinion, Asyst remains the best opportunity in the group. Management continues to look for sequential revenue improvement and a book-to-bill above 1:1. In addition, it expects to book two retrofit contracts worth $30-40 million each in the first quarter (or possibly second quarter) of calendar 1999. Unlike new fab contracts in which similar revenues are spread over a 2-3 year period, these retrofits take about 3 quarters -- i.e., add $10 million (+) a quarter. Message 6417266