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

To: semi2000 who wrote (1199)11/11/1998 8:44:00 AM
From: Q.  Respond to of 2313
 
The Taiwan rate cut is nice, but of course the fabs need customers too, not just capital.

A lot of the Taiwanese fabs are foundries, and these are highly cyclical since some semiconductor makers rely on foundries to handle extra production beyond their in-house capacity.

As a supplier of capital goods to a highly-cyclical customer, you might expect Asyst is very very cyclical.


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