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To: HB who wrote (340)1/21/1998 10:29:00 PM
From: spiny norman  Read Replies (1) | Respond to of 1138
 
Howard, re

>>Incidentally, not all data sources are up to date on the balance
>>sheet, so it doesn't necessarily look like as much of a bargain
>>on screens to those who don't go to the SEC filings. I wouldn't
>>count on this being a big factor in BRKS price now, though.

Precisely. I agree that someone who is unaware of the recent secondary and just looks at the "profile" in Yahoo will be loath to back up the truck and buy. However, this market inefficieny was exactly what prompted me to buy more than is probably prudent. The $5-6 cash/share from the secondary will eventually get updated everywhere.

Regards,

spiny

PS. I wouldn't hold my breath waiting for this to get to book.



To: HB who wrote (340)2/3/1998 3:39:00 PM
From: Ian@SI  Read Replies (1) | Respond to of 1138
 
An interesting story re Robotics market

biz.yahoo.com

...

The market for automated transfer tools includes vacuum and atmospheric robots, vacuum elevators, vacuum platforms, and platform software.

Brooks Automation (NASDAQ:BRKS - news) was the market leader with a 23.2% share of the $410 million merchant market. Ninety-five percent of Brooks Automation's 1997 revenues were for vacuum robots. Rorze and Equipe followed.
...