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To: Dale Knipschield who wrote (15191)	8/7/1998 12:04:00 PM
From: Doug Skrypek	Read Replies (1) \| Respond to of 17305

Does anyone have strong feelings regarding BRKS? $6.45 shr in cash. PSR of 1.13. BTB is a lame .72 to 1, backlog of $39 mil. Trading at $10 a share.

To: Dale Knipschield who wrote (15191)	8/7/1998 1:25:00 PM
From: Andrew Vance	Read Replies (1) \| Respond to of 17305

AV --- Boy, whe you put me on the psot you really do a good job<GGG>. You could have at least put one or two absolute losers in the pile to give me a chance.<G> Okay here would be my order and why. DPMI - DUV starting to turn on slowly and these are higher margin photoplates. We might see an unpswing in prototyping of new gernation of devices. CYMI - the move to DUV will require these sources to be shipped to the litho tool equipment providers. ASMLF/AMAT - for DUV processing you will need to add equipment from both of these companies. ASMLF gets a very slight edge since they are just a litho tool vendor and AMAT has other businesses that are not as critical now for DUV even though they do supply some of necessary process tools to be successful. ASMLF would have had a bigger edge but points are taken away for being 3rd fiddle to Canon and Nikon. ASYT - coming off a nice run from 12 to 15.875 and needs time to come down and cycle back up. 300mm delay and costs associated with acquisitions may not be a negative but they do not help. the plus side are all the 200mm tools that will be bought for the new fabs that will probably have the ASYT stuff OEM'd into them. Now, I would put ATMI somewhere in this list as a specialty chemical supplier for all the copper and other advanced tooling and processes that will be needed for 0.18u. I also thank you for not including KLAC, NVLS, and TER in your request or I would be chasing my tail all day trying to prioritize them. Andrew