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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 (1279)	3/23/1999 10:30:00 PM
From: EACarl	Read Replies (2) \| Respond to of 2313

John, Yes, ASYT has done very poorly. Besides EGLS and UTEK, I am familiar with 2 other semi-equips which are also very "beat-up" They are SFAM and SVGI.

To: Q. who wrote (1279)	3/24/1999 7:58:00 AM
From: klaus pluszynski	Read Replies (1) \| Respond to of 2313

Towards the end of last year, there was a lot of talk about those great multi-million $ project opportunities that ASYT is bidding on. Van Kasper's Fleming was especially bullish, citing that 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. Message 6417266 I also remember ASYT management talking about bidding on several large opportunities during the Jan. CC. The CC replay used to be available at asyst.com but it's gone now, so I can't check, what exactly was said. None of these orders has been announced as of today, so people seem to get a bit tired with this stock. Klaus