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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: lee kramer who wrote (81052)	1/30/2000 11:53:00 AM
From: Frederick Langford	Respond to of 120523

Breaking News 1/28 5:35pm-Success Story of the Year! Friday January 28, 05:35 PM Eastern time Company Press Release Wireless Facilities Inc. ''WFI' Announced the Venture Capital Success Story of the Year; WFI's Compelling Story and High Success Rate Prove to be Winning Factors SAN DIEGO--(BUSINESS WIRE)--Jan. 28, 2000--Wireless Facilities Inc. (WFI) (Nasdaq:WFII) was announced the winner of the San Diego Venture Group's 5th annual Venture Capital Success Story of the Year award. At a ceremony attended by over 400 entrepreneurs, venture capitalists and other professionals from the funding community, Dennis Doucette, president of the Venture Group, presented WFI Chief Executive Officer Massih Tayebi the award. WFI was selected from 10 nominated companies, including 1-800 Call Doc, Captiva Software, CFY Biomedicals Inc., DNA Dynamics Inc., Ensemble Communications, Ixsys, NeoPoint Inc., Nereus Pharmaceuticals and Vitagen Inc. The nomination criteria included the following: Headquartered in San Diego County Received institutional venture capital investment Independent entity (public or private) If publicly held, IPO within the past two years The four-person panel of venture capitalists and investment bankers from the Venture Group Board based their decision on demonstrated persistence, market presence, the venture capital story, technology leadership and future potential. Past winners of the award include AMCC (1998/Public), Nuera Communications (1998/Private), Copper Mountain Networks (1997), SCS Corp. (1996) and Sequal Technologies Inc. (1995). "We're honored to be recognized as San Diego's venture capital success story of the year," said Massih Tayebi, CEO of WFI. "WFI is where it is today through the dedicated support and hard work of our most valuable resources -- our employees." WFI, founded in 1994 by brothers Massih and Masood Tayebi during a time when wireless telecommunications was just coming into its own, capitalized on the explosive opportunity within this emerging industry. The brothers self-financed the start-up of WFI, assuming 100 of the financial risk involved in the initial marketing, recruiting, and project execution. After five profitable years and the 10th most successful IPO debut in U.S. history, WFI is positioned to continue to take advantage of the wireless telecom and data opportunities. About Wireless Facilities A global leader in telecommunications outsourcing, Wireless Facilities Inc. designs, deploys and manages wireless networks for some of the largest telecom carriers and equipment suppliers worldwide. Specializing in network architecture and dimensioning of mobile and high speed wireless data systems, WFI provides a complete range of network services -- from business and market planning to RF engineering, fixed network engineering, site acquisition and development, installation, optimization and maintenance. Headquartered in San Diego, WFI has grown to more than 900 employees and has performed work in 26 countries since the company was founded in late 1994. The company has offices in Washington, D.C., Mexico City, Sao Paulo, New Delhi and London. News and information are available at www.wfinet.com. About The San Diego Venture Group The San Diego Venture Group is a monthly forum for professionals who are involved with new enterprise and the process of creating it. Early stage companies in the high-tech and biotech/biomed sectors are represented among the group's membership as well as a wide variety of funding and recipient organizations. The San Diego Venture Group counts among its constituents venture capitalists, investment bankers, angel investors and service providers that operate within the financial infrastructure. Monthly meeting topics range from managing corporate turn-arounds to advice on how to get funding if you are not a dot.com. The San Diego Venture Group's overriding theme is to promote the development of San Diego's emerging growth companies.

To: lee kramer who wrote (81052)	1/30/2000 1:08:00 PM
From: Walkingshadow	Respond to of 120523

Hi Lee, AAON very impressive, as you say. Huge volume (37 times the three month average!), and strong finish on an overall down day, which suggests to me that this is not daytrader feeding frenzy. But, according to the Yahoo boards, 85% of that volume was from one trade, by someone who as yet is unidentified, who bought 11% of the outstanding shares. If you disregard this trade, volume is still up four-fold; "piling-on" effect, maybe, but then again maybe not.......I looked at the intraday chart, and saw 6 separate bars with a volume of 10,000 or greater dispersed throughout the day, and anyway the stock was moving strongly upward for the first hour (when most of the day's gains occurred) before any of these big trades were executed. There's no real news yet that I could find. Earnings are not scheduled until 2/14, but the rumor (again, on Yahoo, FWIW) is that earnings will be announced 2/1..........impending news, perhaps? Or just Yahoo rumors? The other chart from nokomis' list I found impressive was ROMC: askresearch.com And here's a couple of others for your perusal as well: askresearch.com askresearch.com askresearch.com Regards, Walkingshadow

To: lee kramer who wrote (81052)	1/30/2000 6:04:00 PM
From: Jenna	Respond to of 120523

Earnings Play BRKS.. Brooks Automation revenue skyrockets as acquisitions, 300-mm kick in By Bill McIlvaine Semiconductor Business News (01/27/00, 11:45:29 AM EDT) CHELMSFORD, Mass. -- After a year marked by its own acquisitions and the rising tide of the semiconductor industry, Brooks Automation Inc. here reported today that its revenue for the first fiscal quarter of 2000 rose 151%, to $50.3 million from $20.0 million in the same period of fiscal 1999. The quarter, which ended Dec. 31, 1999, included all results from the operations of SMIF automation supplier Infab, which Brooks acquired from Jenoptik AG at the end of September. Fiscal 1999 has been restated to reflect the pooling-of-interests acquisition of atmospheric-robotics maker Smart Machines Inc. in July. "The business continues to accelerate. The fundamentals have never looked better," said Robert Therrien, president and CEO. He said that Brooks expected 37% to 40% sequential growth in the second quarter, when revenue from AutoSimulations Inc. and AutoSoft Inc., a dual acquisition that closed this month, comes on line (see Sept. 8, 1999 story ). Therrien said the results validated Brooks' acquisition strategy, which it began in 1998 with manufacturing execution system vendor Fastech Integration Inc. "We have assembled a group of business units that we believe are market leaders or technology leaders in the areas of tool automation and factory automation," he said. "The integration of our new companies is on plan and on schedule, with our two major divisions both delivering above original expectations for the first fiscal quarter. The combination of strong growth in robotic modules and systems sales, better than expected results from Infab, as well as the addition of a major new software customer, gave the company a strong start for fiscal 2000." The accelerating movement to 300-mm processing is also pulling Brooks well into the new fiscal year, Therrien told a group of analysts in a conference call this morning. Product shipments of 300-mm tools totaled $4.6 million and new orders exceeded $9.0 million in the first quarter. Intel Corp.'s recent announcement that it is pulling in its 300-mm fab plans, "has stirred up the OEM base," said Michael Pippins, vice president of global operations and business development. Through a Japanese OEM supplying Intel, Brooks gained a potential $26 million order, which would be the largest sales win in the company's history. And by acquiring Infab, Brooks has become the FOUP (front-opening unified pod) market leader, Pippins said. "It looks to be a very positive 300-mm quarter for us." Brooks Automation gained market share in all its core business areas -- vacuum robots, vacuum platforms, and tool software -- during the quarter. This represented "new customers and further penetration of existing ones," said Pippins. Most of Brooks' primary customers -- tool vendors such as Lam Research, Novellus Systems, Ulvac, and Eaton, -- exceeded their forecast demand, he added. During the quarter, Brooks landed a major OEM account with metrology systems leader KLA-Tencor Corp. that covers multiple business units and promises to be a significant revenue contributor, the company said. Smaller customers accounted for a larger increase in revenue during the quarter than large customers: 41% to 25%, according to Pippins. Brooks also expects its flat-panel display solutions to almost triple, from $3 million to $8 million in fiscal 2000. Net income for the first quarter (before amortization of acquired intangible assets) was $3.3 million or 25 cents per share (diluted) compared to a net loss one year ago of $1.7 million, or 16 cents per share (diluted). New orders totaled $58.5 million, up 65% from orders of $35.4 million in the immediately prior, and more than triple the $19.2 million booked in the same quarter one year ago.