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

To: Q. who wrote (1275)	3/3/1999 3:23:00 PM
From: EACarl	Read Replies (1) \| Respond to of 2313

John, Quite a correction in semi-equip land. I have been expecting one, as there always is one or more during each up cycle (but of course I didn't know from what levels it would happen). Got a couple questions if you don't mind. 1. Do you think the current valuation disparity between large and small semi-equips will remain through the recovery? OR, do you think the smaller lesser valued companies will play catch up in a sustained recovery? 2. Do you think we are now getting close to the bottom of this correction? 3. What semi-equips are on your shopping list at near current prices, and what ones do you want to buy, but are waiting for lower prices? I was expecting to give back around half the gains from the recent top to the bottom last fall, which is about where we are now with many of the semi-equips, but will wait for at least a few days of stability. Eric.