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To: Ian@SI who wrote (503)7/22/1999 8:33:00 AM
From: Ian@SI  Read Replies (1) | Respond to of 1138
 
Just sharing my response to a Q received in a PM...

+++++++++

BRKS has added or strengthened its MES (fab scheduling and control) SW.

The reported earnings would be on a pro forma basis. So the comparison is "What Is" with "What Would Have Been" had the purchases been made a year ago. And the growth is impressive.

In any case, BRKS mentioned some major wins for its Robot business. Getting the KLAC win is opening the door to the largest Inspection and Measurement equipment buyer.

Business is going extraordinarily well; not only for BRKS as seen in this earnings report but also for its customers.

Ian.