ASMIY - ASM International Is Getting Out Of Sync Vs. The Competition

• ASMIY has benefited from favorable conditions in the WFE market, something clearly reflected in how the stock has performed recently.
• The case for long ASMIY has a number of things going in its favor, including the fact that ALD is very likely to gain prominence in the future.
• ASMIY has gained more than many of its competitors, even though it has not grown as fast and trades at higher multiples.
• ASMIY goes up against other compelling options, which makes long ASMIY a more difficult proposition than at first assumed.

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