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Politics : Ask Michael Burke

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To: HB who wrote (24020)	10/25/1997 5:03:00 PM
From: davesd	of 132070

Howard, thanks to BRKS...I was able to cash in some of my BRKS puts yesterday. I think BRKS is deep doo doo.....LRCX is saying that next quarter will be flat....and 300mm is not happening till 1999 or 2000...till then it will be a few pilot lines here and there. So Don't expect a 300mm boom any time soon and during the transition between 200mm and 300mm....there will be a pause in cap spending....plus BRKS earnings last quarter were pretty poor to support the current valuations. Just my thoughts on it. By the way I'm hoping for a bounce so that I can load up agian. dave

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