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Brooks Automation, Inc. Message Board

  • SANDJUDO98 SANDJUDO98 May 10, 1999 6:50 PM Flag

    There were ALL traders on this board,

    with no real investors.Same ol Same ol, a little
    scare in the market and all the newbies run for cover,
    happens every year without fail.Scared money will never
    make you rich, oh you may make a little or a lot short
    term, but to continue to pull out every time the market
    sneezes, you will LOSE in the long run.

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    • I got in a few weeks ago at 18 1/2, wish I would
      of waited longer. It's acting kinda strange, I
      thought it would hold 18. Are their earnings going to be
      O.K.? I know they have been on a bying binge lately.
      What gives?

    • <EOM>

    • I hadn't planned to get into Brooks to the extent I have, but I couldn't resist averaging at these levels. Anybody out here?

    • is a great med. term play, but I'm glad to see it creeping up to near my avg. of 20-3/4 today. It has steadfastly refused to dip down to my next buy point of 17, so it's nice to see it moving north.

    • <You maybe right, but here is my reasoning on
      software book-to-bill. I think the license in only part of
      the picture. Since it takes more than a quarter to
      deploy the software and related services (becuase of
      inherent complexities), they are unable to recognize the
      revenue (i.e., billed revenue) in one quarter -- I think
      that's GAAP.>

      US Accounting rules are not my
      strongest topic, however, I checked with some friends. It
      seems that you are correct IF the FOB is destination
      and/or if there is a significant "right of return"...
      which I understand to say that the customer must
      stipulate specific acceptance criteria on the PO.


      My understanding is the software is FOB BRKS and
      that currently it is sold like shrink wrap (according
      to IR guy). I checked with PRIA and they said the
      same thing.... so I don't think there will be a
      signficant software backlog... unless they are not taking
      orders (business too good???)

      I believe this to
      be right, but again... it is second
      hand...

      Azol

    • <<Hmmm, I believe that the software is all
      delivered on order... when I dealt with the old FASTech
      (prior to BRKS acquisition), they had a software license
      that was like any shrink wrapped product with FOB of
      Shipping Dock.... I don't think they carry backlog
      there...>>

      You maybe right, but here is my reasoning on software
      book-to-bill. I think the license in only part of the picture.
      Since it takes more than a quarter to deploy the
      software and related services (becuase of inherent
      complexities), they are unable to recognize the revenue (i.e.,
      billed revenue) in one quarter -- I think that's GAAP.
      Hence, that leads me to believe that the remaining
      software and related services would have to be accrued in
      upcoming quarters (i.e., booked revenue). Furthermore,
      new, undelivered orders would fall into this
      accumulation (i.e., also booked revenue) for future quarters.
      So if the software portion is growing, we should see
      an acceleration of this accumulation, assuming that
      the services/delivery side doesn't grow at the same
      or higher rate.

      Am I using appropriate
      reasoning? I don't know. If so, book-to-bill should be a key
      determinant for growth in the software portion of
      BRKS.

      Hubris

    • what is you bottom line on this stock?
      regard/jb

    • Hmmm, I believe that the software is all
      delivered on order... when I dealt with the old FASTech
      (prior to BRKS acquisition), they had a software license
      that was like any shrink wrapped product with FOB of
      Shipping Dock.... I don't think they carry backlog
      there...

      Maybe with the services and systems integration work
      with the Korean company (can't remember
      name)...

      Really? they have only been showing the FASTech revenue,
      which, by estimates has been on plan (according to IR
      guy, I called, he estimated between 4.5-5.5M) which is
      more than PRIA is reporting in their last conference
      call for both Promis and Interval Logic (~$5M).
      Consilium with Applied is not reported separately (too
      small).

      The other acquisitions will not show revenue until
      this quarter and next quarter...

      I guess I
      don't see them as anemic since Brks is the only one in
      their segment to be profitable (unlike Asyst or PRIA)
      which are significantly underwater and expected to be
      there for a while...

      Cheers,

      Azol

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BRKS
10.30-0.04(-0.39%)Jul 21 4:00 PMEDT

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