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

To: BMcV who wrote (465)	1/26/1999 1:18:00 PM
From: jsabelko	Read Replies (1) \| Respond to of 1138

Any comments on latest earnings/cc. I listened to cc today and was suprised by the positive tone and confidence of the CEO. Fastech now has fujitsu, toshiba, and acer as customers and overall brks won 7 new customers this quarter. Two used to use only in-house automation. In vacuum robot brks now ships to 38 of 53 equip providers and has apparently been doing very well with NVLS. They have been trying to reduce dependence on LAM and for the first time in I believe they said 5 yrs Lam was not the #1 customer for the quarter. BRKS also had a $3 million dollar FPD order this qtr. Although visibility was still described as poor the CEO indicated last qtr (Q4) should have been the low for orders and the just completed qtr (Q1) the low for sales. B:B was .97 this qtr and they expect it to again be near one next qtr. As seems to be the case with all equip providers CEO would not/could not predict when the next significant uptick will occur, but reiterated that they feel they are very well positioned when it does arrive. Overall, I was impressed with the cc as design wins, new higher margin software and robots along with 70 million in cash all bode well for the future. ALL info above is from my notes and believed to be accurate, but not guaranteed. If anyone is interested I think I have the replay number somewhere. joby