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To: Saturday who wrote (390)	8/14/1998 12:01:00 PM
From: david alexander	Respond to of 1138

The industry is nearing the end of its effective equipment life as I see it. Most facilities chew through equipment and the changeover of lower resolution levels at 0.25 and below requires major retooling including wafer handling systems. Everyone seems to have put these expenditures on hold since the downturn began. However, there does come a point in time when keeping up with the technology is essential to maintain competitiveness. I believe we are almost at that point and it will only take a few large orders to be annouced by AMAT, etc. to panic the manufacturers into placing the orders that they previously put on hold. Since I believe that the future is very bright and the bottom is well supported with book value I am willing to run the razor risk this time around. The price at only 1/4 of the 52 week high is compelling to me. As we all know when these guys start to run the trend is explosive. Since the worldwide economy now depends on semiconductors someone will continue to build them and someone will continue to supply the manufacturers with equipment. At $9/share I am willing to take the chance that BRKS will be one.

To: Saturday who wrote (390)	8/14/1998 12:02:00 PM
From: Joseph Beltran	Read Replies (1) \| Respond to of 1138

Saturday, positive eps won't happen until orders start coming in and that won't happen until asia turns. no one knows when that will be. on the positive side, brks has a good balance sheet and with a little more cost containment they could break even this quarter and minimize cash burn. WHEN this cycle turns up BRKS IMO will recover quickly. this is a high, high margin business and BRKS has some of the best engineering talent around. regards

To: Saturday who wrote (390)	8/14/1998 7:49:00 PM
From: spiny norman	Read Replies (3) \| Respond to of 1138

Saturday, re >> I am a cautious investor....in looking at the chart, BRKS has broken all the floors with no problem. Last time BRKS was this cheap, they DIDN'T have $6.00 cash on the balance sheet. (I don't know how TA would account for the effect of this change in the balance sheet.) The cash is the result of a secondary offering that they did a while back (9-12 months?) when the price was over $30. Anyway $9.00 now is a lot cheaper than $9.00 2 years ago, in that you get more assets for your money. If you net out the cash, we are at an all time low for BRKS. regards