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

To: JZGalt who wrote (1238)	12/14/1998 6:06:00 PM
From: robert b furman	Read Replies (1) \| Respond to of 2313

Hi JZ , Good to hear from you.I've been wanting to respond to your" watching tech stocks is like waiting for the paint to dry".Wow was that bottom ugly or what.Those margin calls are enough to swear off buying on the dips (even when the stocks are trading at cash values). I still hold : Adex,Asyt,Cohu,Gems,Kvhi Asyst looks better able to recover with advanced 200 mm reworks than holding out for 300 mm to evolve ( that paint still seems to be sticky). Have still kept my eye on C**T. Have you done anything? What is your take on Oils? They are getting cheap, not there yet, but getting cheap. Thanks for the post Bob