Hello Ian--
Nice to see you still here (it's been a few years, so
you may not remember me). I'm thinking of buying in, after
a long time out of semiequips. AMAT still looks too pricey
for me, but BRKS/PRI looks pretty reasonable on price/book,
price/sales etc..., although the revenue drop from a year ago seems impressive, along with the red ink. What I wonder is: has there been any
major change I should know about in the competitive situation in fab automation (like, say, AMAT providing
automation along with everything else and squeezing out
the specialists--I'm not saying this is happening, just
that it's the sort of thing that would worry me)? Or in
the management/financials of BRKS, PRIA, which I generally
viewed as honest and solid?
Thanks,
Howard |
