Azenta Message Board - Msg: 10516581

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Technology Stocks : Azenta

AZTA 34.75

+0.7%

Dec 26 9:30 AM EST

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To: Ian@SI who wrote (496)	7/15/1999 9:25:00 AM
From: olduvai5	Read Replies (1) of 1138

Hi Ian, that's the only thing that makes sense to me. I still wonder whether they will be able to move quickly to take advantage of it. It could be that the floodgates are NOT about to open, that there will be another 12-18 months before there is significant demand for 300mm automation (other than pilots)and need for more 200mm capacity. If so, that would give BRKS all the time they need to digest Infab and get hardware out the door. Otherwise, they will be playing catchup, and that game always carries significant risk of poor execution and shoving stuff out the door before it's ready. The impact of automation screwups is dire production problems! JMHO olduvai5

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