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Politics : Formerly About Applied Materials
AMAT 267.87-0.6%Dec 5 9:30 AM EST

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To: Math Junkie who wrote (26237)11/13/1998 7:34:00 PM
From: Joseph Beltran  Read Replies (1) of 70976
 
I spoke to the CFO at BRKS today and he told me that orders AND shipments to south korea were picking up strongly. On the other hand, bookings to Japan were slower but expected them to start picking up soon. Overall I got the distinct impression that he felt that business had turned the corner and sounded very bullish going forward. I realize BRKS is in a different sector than AMAT but it's another piece of the puzzle...PRIA made a strong move yesterday. BTW, BRKS reports on the 19th
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