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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?


To: BWAC who wrote (23154)5/3/2005 5:51:41 PM
From: sixty2nds  Respond to of 95480
 
16:39 BRKS Brooks Automation beats by $0.04, ex items

Reports Q2 (Mar) earnings of $0.12 per share, excluding non-recurring items, $0.04 better than the Reuters Estimates consensus of $0.08; revenues fell 6.1% year/year to $129.5 mln vs the $120.6 mln consensus. Co issues downside guidance for Q3, sees EPS of $0.05-0.09, ex items vs. $0.12 consensus; sees Q3 revs of $115-120 mln vs. $124.33 mln consensus.
16:45 BRKS Brooks Automation on Conf Call: 'best way to describe our OEM business at this point is flattish' (13.70 +0.72)

-Update-
16:54 BRKS Brooks Automation on Conf Call II (13.70 +0.72)

-Update- Excess remains strong across the semiconductor equipment... believes way to beat competition is not by slashing prices as 'others have are tried'; slashing approach has negative affect; from a manufacturing standpoint lowering costs for certain products by leveraging global low cost supply chain.