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

To: Mason Barge who wrote (4501)	1/19/1998 12:21:00 PM
From: HB	Read Replies (1) \| Respond to of 10921

Mason, Scott, Cary, Ian, Jay, and all: Brooks preannounces: Message 3199941 $24.5 million revenues vs. 28-30 million projected; a substantial shortfall. I am out of Brooks at a nice profit (sold too early @16-- forgive me, Cary, for I have traded), and just missed getting back in on Monday's dip. Depending how badly this hurts the stock, I will be in tomorrow. Thoughts? We've all known that Brooks is quite exposed to Asia via the Lam connection, and we are seeing this here. But with the overall tone of the markets cheering up, and book at $12... this could be an opportunity again. I tend to trade BRKS because it's extremely volatile, and I think it's going to be hurt enough to lose significant money in this downturn, but come back like gangbusters (if it avoids being bought out). Howard