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To: Logain Ablar who wrote (16512)	5/11/1999 5:52:00 PM
From: Andrew Vance	Read Replies (2) \| Respond to of 17305

AV--I glanced over to check SS while listening to the Q&A session with ASYT. I am extremely bullish on ASYT. 1. They have 10 fab projects in Asia over the next year for order releases. 2. Improving order pattern. 3. moving from 30-40% penetration into a fab being retrofitted to over 80% penetration with products. 4. OEM business picking up as new equipment orders leads to order from ASYT for Integrated Indexers. 5. Asia is looking real strong going forward. 6. PST close expected prior to 6/30. 7. TXN $20 million will be booked over the next few quarters and is not part of the $33 million backlog. 8. Reticle management from PST expected to have some significant orders. 9. Active in Japan but will not go into details since it is too early in the curve. 10. Will prosper in the upcoming 150mm to 200mm conversions. 11. Asia Pacific orders at 45% of revenues. most in Taiwan for follow on orders. Also good business in Korea. 12. Looking to see gross margins reaching 40% levels again as revenues rise and a bit of outsourcing occurs. 13. OEM expected to be 32%-35% of revenues for 2000. 14. expects to see 20% growth and then another 20% growth over next 2 quarters without factoring in the PST transaction. 15. End of conference call<GGG> Replay 615-770-7202 Andrew