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To: MarkFin who wrote (353)4/6/1998 10:44:00 PM
From: Crzy Joe  Read Replies (1) | Respond to of 1138
 
<<< Don't forget that Brooks sells a large portion of their output directly to other semi equipment companies....and there isn't very much equipment buying going on anywhere at this time. When the equipment market turns, it turns quickly. Brooks should be in a good position at that time .....but WHEN will it turn??? >>>

Mark,

Beats the heck outta me!

Do you know who are the "other" semi-equipment companies that they sell to? AMAT/NVLS/KLAC/LRCX/etc..?



To: MarkFin who wrote (353)4/15/1998 11:56:00 PM
From: Peter Dierks  Read Replies (1) | Respond to of 1138
 
Zeev says that when the Semi's catch a cold, the semi equipment makers get the flu. It strikes a chord with me.

Peter


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