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Technology Stocks : Semi Equipment Analysis

SOXX 306.04

0.0%

Dec 26 4:00 PM EST

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To: Return to Sender who wrote (1731)	1/24/2002 1:09:41 AM
From: Donald Wennerstrom	Read Replies (2) of 95640

Here is an interesting dichotomy. The first story came out earlier today, the second was at the end of the day. <<Brooks Automation (BRKS) 45.14 +3.42: AG Edwards upgrades to STRONG BUY from Buy rating and price target of $60 reflecting firm's forecast for improvement in orders in 1Q02 as we begin the next up-cycle. Firm thinks the semiconductor capital equipment cycle is at the initial stage of a cyclical upturn, driven by improved capacity utilization rates and modest order recovery. Current sell-off offers a good opportunity to establish positions in Brooks as firm continues to believe that Brooks remains one of the best long-term stories in the overall capital equipment industry. Expects the stock to move higher as we get past the first-half worries of 2002 and visibility into the second half of 2002 improves.>> <<21:05 ET Brooks Automation (BRKS) 45.14 +3.42: -- Update -- Reports Q1 (Dec) loss of $0.27 per share, $0.01 better than the Multex consensus of ($0.28); revenues fell 44.8% year/year to $61.5 mln vs the $61.3 mln consensus. Company warns for Q2; expects revenues to be flat near $61.5 mln vs the current consensus of $63.5 mln, with a loss of $0.40-0.50 vs the Multex consensus of ($0.20).>> Revenue predicted to be flat, or down a little, while the loss will be 20 to 30 cents more than consensus estimate. It will be interesting to see how BRKS responds tomorrow. Don

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