I know what you mean about the hyping. We must be
the shyest message board around. Thanks for the
recap. Brooks will earn its share price on follow
through, if not projections, but I think we will slowly
and steadily rise from here.
I only caught part of the cc since there was
"network congestion." The part I listened to had some very
strong statements about patent protection that would
protect the market share that Brooks has secured in their
niche area. There were also statements about their
share in various markets with numbers like 30 to 70% of
various markets, if I heard correctly. I will try to get
it again for my own understanding but I highly
recommend that you listen in. I think we may have a delayed
reaction from some institutions, but on the other hand
this is a small company and who knows when the big
money infusions will come.
One thing is for
sure, we've got to stop hyping this stock so much. I
think we've gone from 18 to 28 with about 20 posts.
?The sound of one hand clapping, or the celebratory
style of the English?
I'll try to catch the replay. It sounds just as
I'd hoped. I wouldn't worry too much about today's
action. I think the CC will be felt for a few days to
come. I look at PRI at 50 and shake my head when
comparing it to Brooks. I think we'll hit 50 in the next
6-8 mos. Again, thanks!
I attended the call - it was positive. 3 Analysts
asked questions (CSFB, Cowen, Needham) all were
EPS FY 2000: 65 to 70 cts - Rev 230
to 240 Mio
EPS FY 2001: 1,60 to 1,80 - Rev plus
Special Interst in Vac.Robots which are are expected to
be industrie standard, direct drive has unmatched
advantages BRKS is way ahead of the competition.
bookings for Q1, Quarter is on plan.
I got the
impression that if the company delivers it is clearly the
cheapest automation company out there - look at Price
/Rev; PE/Growth etc. vs PRIA - BRKS can easily double
in a year. Hope it helps - Tom
went very well and I'm amazed the stock reacted
as little as it did. There's a replay at
1-719-457-0820, code 829536. You may also be able to get it via
Realplayer if you go to Yahoo news, and click on the Brooks
addresses the strong outlook for 2000 & 2001, we
steadily climb from here. My only question is the
reputation of Brook's management. I am not familiar enough
with them to say for sure, but I've got the impression
of them as being solid and respected by analysts.
Just checked on Yahoo and earnings are out
(business wire). reported $.03. They projected major
revenue increases next fiscal year (double) and even more
the year after, per release. Stated this assumed the
continuance of the semi-cond cycle. In view of the amat and
klic earning releases and their ccs, it looks as
though the projections for an accellerated and
continuing strong semi-cond cycle proving out. What do
you-all think? Ed