Azenta Message Board - Msg: 29811477

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Technology Stocks : Azenta

AZTA 30.55

+1.1%

Nov 5 3:59 PM EST

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To: richardred who wrote (921)	11/17/2014 11:42:58 AM
From: robert b furman	1 Recommendation Recommended By richardred Read Replies (1) of 1138

Hi richard red, The webcast was interesting when Schwartz talked about new products that Brooks was making for 2 of the 3 big IDM's. The new products in the past had been made by the IDM's themselves.Brooks was offered the business if they made a commitment to R&D for the next generation out of those pieces of equipment. That spells a bigger footprint in the next generation fab. Intc has done that with Cohu for decades.It is what brought on the innovation of pick and place. I can't see the litigious need for protection going away in pharma ever. Brooks has a keen eye on only doing that which can yield a 40 % margin or better - they are very sharp management. I enjoy listening to the webcasts as they answer analyst question very directly. The way they handle business is what propells the stock up. Cohu had a 42 cent nongap qurter vs brks 7-9 cents non gaap and Cohu dropped the next day where as brks went up. They offer optimism vs Cohu only provides guarded fact so as not to get in any trouble. Bob

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