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Technology Stocks : Azenta -- Ignore unavailable to you. Want to Upgrade?

To: richardred who wrote (987)	5/17/2016 11:14:00 AM
From: robert b furman	1 Recommendation Recommended By richardred Read Replies (1) \| Respond to of 1138

HI richardred, I agree Brks has done a good job of absorbing Biostorage. They cut the loss in half and say they'll break even after that. Expansion into -150 will sell the coolers to themselves and I suspect they'll add facilities in Europe and Asia. Utilizing their robotics will cut head count and fluid X stores them more efficiently. Lots of tweaking to maximize a steady revenue stream with out the ups and down of semi equipment. Most manufacturers are being super quiet about advanced packaging or RF flip chips and the manufacturing process of wafer level packaging. Brooks calls it advanced packaging Cohu calls it wafer level packaging Cy calls it autoline. Big and growing on smart phone auto motive and Internet of Things. Brooks will do well on both - I've sold a lot of puts for a strike of 10.00. This is the last quarter where the true potential of the combined businesses will not show up - an opportunity to buy right. imo Bob