Azenta Message Board - Msg: 5497694

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Technology Stocks : Azenta

AZTA 33.26

-2.2%

Dec 31 3:59 PM EST

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To: Saturday who wrote (390)	8/14/1998 12:01:00 PM
From: david alexander	of 1138

The industry is nearing the end of its effective equipment life as I see it. Most facilities chew through equipment and the changeover of lower resolution levels at 0.25 and below requires major retooling including wafer handling systems. Everyone seems to have put these expenditures on hold since the downturn began. However, there does come a point in time when keeping up with the technology is essential to maintain competitiveness. I believe we are almost at that point and it will only take a few large orders to be annouced by AMAT, etc. to panic the manufacturers into placing the orders that they previously put on hold. Since I believe that the future is very bright and the bottom is well supported with book value I am willing to run the razor risk this time around. The price at only 1/4 of the 52 week high is compelling to me. As we all know when these guys start to run the trend is explosive. Since the worldwide economy now depends on semiconductors someone will continue to build them and someone will continue to supply the manufacturers with equipment. At $9/share I am willing to take the chance that BRKS will be one.

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