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To: Gary Burton who wrote (375)7/23/1998 9:13:00 PM
From: Gary Burton  Respond to of 1138
 
ignore previous post pls intended for Asyt thread



To: Gary Burton who wrote (375)8/5/1998 8:47:00 AM
From: Tim MacLean  Read Replies (1) | Respond to of 1138
 
The fact is that BRKS is currently trading at 70% of book value. The last time I checked, they had over $6.50 per share in cash on hand. This stock is so cheap at current levels that when the selling pressure abates, it should rebound nicely.
Also, if INTC is to be believed, the current downturn in the semi industry should be bottoming out in here and the upswing could begin late October early November.

Tim MacLean