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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: HB who wrote (3721)	12/11/1997 3:08:00 PM
From: Scott Maxwell	Read Replies (1) \| Respond to of 10921

It's true BRKS looks a little less attractive given PRIA/Equipe. The BRKS price doesn't attract me yet. I'm watching PRIA for one of those rare hours when a fund manager decides to sell no matter what the price. If the world was a rational place, the washout of Korean/SEA equity holders would take place with only minor long-term effects on end-user demand, and thus only minor effects on current capital investment. The premise being false, this "repricing" represents bargain levels only if the real economies of the world are relatively unaffected by a loss of confidence. Probabilities favor only a minor ripple and enough strength in Europe to offset much of this. Bottom line: not quite "mortgage the farm" time, but close.

To: HB who wrote (3721)	12/11/1997 4:05:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 10921

Howard, Agree that many are getting off without paying full price, but this is a significant improvement. re PRIA: I never bought, it was always $5 to $10 too expensive. :( Maybe this time... Re Equipe purchase: Pri may have as much trouble trying to gain market share at Brooks' expense as ASYT did with its automation division at Pri's expense. I believe that it will be very difficult to displace Brooks robots from the OEMs. Not only must the OEM be convinced but also the chipmaking customer for that piece of equipment. I don't expect BRKS to lose market share quickly if ever. (I could be wrong. ;-) ... ) Best wishes, Ian.