SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Azenta
AZTA 29.35-0.7%Nov 7 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: robert b furman who wrote (794)7/29/2004 12:00:23 PM
From: BMcV  Read Replies (3) of 1138
 
They are in different areas for the most part, Bob. ASYT does large-scale factory automation, with a lot of business in Asia. BRKS does more OEM work for NVLS, LRCX, supplying the robotics for their machines. They also have a factory automation business (the old PRIA) and fab software. BRKS has said they will walk away from low-margin business, while ASYT in the past at least has been willing to use price to gain share. I think at current prices, ASYT is a steal, though I am so heavily into BRKS that I don't want to buy any right now.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News