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To: William Grady who wrote (368)	7/11/1998 2:39:00 PM
From: Alan Gallaspy	Read Replies (1) \| Respond to of 1138

Call it a chip summit if you want to, its going to be a finger pointing bitch fight. Chip makers have been making it clear for the past 2 or 3 years that they are not going to subsidize R&D for 300 mm tools, so that leaves only the equipment makers or the government or some some consortium like Sematech to do so. With the lack of interest in government subsidies and economic planning, that has left the equip makers holding the bag. I am not surprised that they are not going full steam ahead with 300 mm tools if they do not have any firm commitments for purchasing those tools. Gets to be kind of a vicious cycle with no one wanting to go first.

To: William Grady who wrote (368)	7/13/1998 11:13:00 AM
From: kinkblot	Read Replies (1) \| Respond to of 1138

William, Thanks for the link to the SBN article... I'm not sure "summit" is an appropriate phrase for the occasion. I've decided to take my loss on BRKS and stay out of the semi equipment sector for a while. I only bought in to play the pop on the last earnings release, but didn't sell when I should have. Maybe in six months to a year it will be time to take another look. OTOH, chip makers are acting better lately, and should rebound sooner. That would make some sense, at least, with new capacity being pushed out. Even within the sector, many others are down as much as Brooks but have greater earnings power, and would make better investments. Brooks has never been able to squeeze much profit out of the business, even in good times. WT