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Technology Stocks : Azenta -- Ignore unavailable to you. Want to Upgrade?

To: William Grady who wrote (396)	8/14/1998 4:00:00 PM
From: Joe Tokarz	Respond to of 1138

Be careful about comparing future performance with past performance. Some things are quite different. 1. Largest customer: Lam Research (LRCX) is said to be losing market share (to AMAT? NVLS?). AMAT DOES NOT use BRKS robots. I believe they make their own. 2. Exposure in Japan. If I am not mistaken, a large percentage of past earnings were obtained from Japan. Japan is still a hugh ?. 3. PRI Automation's purchase of Equipe ... new competition, pressures on margins? earnings? Joe