Azenta Message Board - Msg: 20380470

STOCKTALK

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 33.26

-2.2%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: BMcV who wrote (795)	8/5/2004 10:04:20 AM
From: Proud_Infidel	of 1138

Brooks Automation To Gain From Shift To 300mm 08.05.04, 9:49 AM ET Credit Suisse First Boston said that judging from the fiscal first-quarter report from Asyst Technologies (nasdaq: ASYT - news - people ), the order mix in semiconductor equipment is shifting to 300mm from 200mm. CSFB said, "Several months back we suggested that the relative order mix in the second calendar quarter would shift away from 200mm towards 300mm. Asyst's comments last night provide additional evidence of this--with 200mm orders declining 32% sequentially versus 16% sequential growth in 300mm." The research firm said an unfavorable mix of 200mm will drive lower gross margins and lower profitability for Asyst. CSFB said a decline in 200mm orders affects several other companies in its coverage, "most notably" Axcelis Technologies (nasdaq: ACLS - news - people ), as well as Applied Materials (nasdaq: AMAT - news - people ), Lam Research (nasdaq: LRCX - news - people ) and Novellus Systems (nasdaq: NVLS - news - people ). However in increasing mix shift to 300 mm will benefit Brooks Automation (nasdaq: BRKS - news - people ), "which is better positioned against Asyst at 300mm than it was at 200mm." forbes.com

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next