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

To: Saturday who wrote (412)	8/17/1998 2:22:00 PM
From: Joseph Beltran	Respond to of 1138

saturday, of course BRKS can go down more. but the important question is whether BRKS is a good risk/reward candidate at its current price. BRKS appears to be basing here with accumulation taking place below $10.00. given all the bad news which has hit the sector over the past 10 months I would venture to say that everyone that has wanted out of BRKS has already done so. people holding the stock at current prices are new owners, looking for intermediate to long term appreciation. absent a new wave of bad news from asia, i.e. h.k. devaluation, major bankruptcies in japan, I personally do not expect BRKS to go below its previous low. the industry will eventually turn around. it's not a question of if but when. we are not going back to the stone ages, folks. Another sector which is currently undergoing a selloff just like these techs did in the past is the oil servicing sector. If you study and pay attention to the second tier techs and the oil servicing companies you'll be able to make some amazing returns when their cycle reverses.

To: Saturday who wrote (412)	8/17/1998 8:58:00 PM
From: spiny norman	Read Replies (1) \| Respond to of 1138

Saturday, hate to sound disagreeable, but my experience with TA is that EVERYTHING looks "ugly" at the bottom. In order to get there (the bottom, that is) you have to have an ugly chart. My original point was that the last time BRKS was anywhere near these levels they had LESS than 1.00 cash on the balance sheet. Now they have 6.00+, courtesy of a secondary done about a year ago (right after the whole Asian crisis broke. It was 2 MM shares at 35.00 if my memory serves me correctly. That 60+ million (6.00 share) is still basically sitting there, and the share base went from 8MM to 10MM. If your charting method doesn't account for this, I'd really have to question the validity of the method. Today's shares are a much different asset mix than last year's. regards

To: Saturday who wrote (412)	8/22/1998 10:01:00 PM
From: Mitchell	Respond to of 1138

Hey Saturday, Read this because this might mean we have seen the "bottom".... Bob Brinker, on his radio show today, said he bought (added to his position I think) NVLS. That's good news for the Semiconductor Capital Equips. Which I agree are a real good play right now. However, maybe he's not aware that NVLS is now a defendant in litigation brought by Semitool (SMTL) over the copper ECD tooling, which is picking up steam I understand. I wonder if Bob knows about SMTL ?? For your Info. Look at these numbers..., SMTL is Selling at 1.2 X Book value, making a profit and holding up pretty good though the industry's latest BTB slump. <For the first nine months of fiscal 1998 Semitool reported net sales of $138.8 million, up slightly from the $137.2 million of the comparable period last year>. How can this be ??? When the entire segment is getting slammed ? Well, I think it's clear. Their customers continue to be interested in emerging technologies "as evidenced by the market penetration of the ECD product line". (Mr. Thompson from the July quarterly report) Copper and other metal plating opportunities are growing as semiconductor manufacturers apply ECD technology to specific devices. SMTL is positioning itself to maximize growth opportunities as the migration to Copper unfolds. This one is a Strong Buy ! Mitch Yes, I'm loading up too ! At 8$ a share, why not ???