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Brooks Automation, Inc. Message Board

  • klickittyklac klickittyklac Jan 18, 2000 7:04 PM Flag

    Close beats 1997 high! (eom)

    <eom>

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    • <EOM>

    • Friday January 21, 9:00 am Eastern
      Time

      Company Press Release

      Brooks Automation to Exceed
      Q1 FY00 Expectations

      CHELMSFORD,
      Mass.--(BUSINESS WIRE)--Jan. 21, 2000--Brooks Automation, Inc.
      (NASDAQ:BRKS - news) today announced that results for its
      first fiscal quarter, ended 12/31/99, are anticipated
      to exceed the current First Call consensus of $0.06
      EPS (excluding amortization of goodwill). ``Our
      results for the first quarter are going to be better than
      the First Call consensus,'' said Robert J. Therrien,
      President and Chief Executive Officer of Brooks Automation,
      Inc. ``Revenue will be just above $50 million, which
      is greater than the $40-$42 million previously
      expected, based on the strength of module and system
      shipments to OEMs, better than expected results in our
      Infab subsidiary, and a significant new software
      customer. Greater revenue than anticipated, coupled with
      expenses growing less rapidly than revenue will deliver in
      Q1 FY00 EPS (excluding amortization of goodwill) in
      the range of $0.23-$0.25, emphasizing the operating
      leverage the business is capable of.

      Besides the
      financial results of the first quarter, I am also pleased
      with the progress of integrating and assimilating our
      recent acquisitions. We have hosted our first combined
      users conference, held our first world-wide combined
      sales force meeting, held an OEM strategy/technical
      road map session, made management changes where
      necessary and see opportunities for synergies.

      The
      reaction from customers has been positive, with customers
      wanting to know more of Brooks total capabilities, as
      well as the sales organization identifying
      opportunities for cross-selling different products of the
      business units into the installed base. I feel that
      customers are only now beginning to appreciate the extent
      of automation solutions that Brooks can deliver.``

    • only shows an 8-k with that date, detailing the
      auto-sim and auto-soft acquisitions. Here's an
      excerpt:

      Item 2. ACQUISITION OF ASSETS

      On January 6,
      2000, Brooks Automation, Inc. ("Brooks" or
      "Registrant"), a leading supplier of tool and factory automation
      solutions for the global semiconductor, data storage and
      flat panel display manufacturing
      industries,
      completed the previously announced acquisition of the
      businesses of Auto-Soft Corporation ("ASC") and
      AutoSimulations, Inc. ("ASI", and together with ASC, the
      "Companies") from Daifuku America Corporation ("Daifuku
      America"), a U.S.
      subsidiary of Daifuku Co., Ltd. of
      Japan. The transaction adds two leading automation
      software companies to the family of Brooks integrated
      software solutions. ASC, founded in 1985, is a leading
      material handling software and systems integration company
      focusing on manufacturing and distribution of logistic
      systems for the semiconductor industry. ASI is the world
      leader in robotic and material handling simulation,
      scheduling and real time dispatching software for the
      semiconductor industry. Brooks will continue to operate the
      businesses of ASC and ASI as separate subsidiaries.

    • Someone with some real information please post.
      What is BRKS strategy for positioning all these new
      acquisitions? So far looks like a flea market
      supplier.

      What is the overall plan for integrating and selling
      the fastec and autosoft software components? Cell
      controllers? MCS? MES? Is the stuff compatible with other
      automation vendors hardware (PRIA, Dafuku, Murata)? Who is
      purchasing the software control products? Is BRKS developing
      their own material handling hardware?

      Infab?
      What's going? Is someone asleep at the wheel? How come
      no news! Are you selling pods, equipment or pipe
      dreams?

      Solid on the tool robotics. As BRKS largest customer,
      what % is Novellus responsible for pulling this sled
      along?

      When is next scheduled earnings release?

      PS So
      far this board has been a dud.

      • 3 Replies to rightplaceandtime_2000
      • In case you're still around, we now have answers
        to your questions:

        "What is BRKS strategy for
        positioning all these new acquisitions? So far looks like a
        flea market supplier.

        "Infab? What's going? Is
        someone asleep at the wheel? How come no news! Are you
        selling pods, equipment or pipe dreams?

        "PS So far
        this board has been a dud."

        I'd say the board
        and BRKS are doing just fine. If you look at the
        operating leverage this company will be generating over the
        next year or two (20% revenue surprise causing a 300%
        earnings surprise), the stock is starting to look cheap,
        even at this new high. And there are rumblings that
        ASYT might be built on
        sand:
        http://talk.techstocks.com/~wsapi/investor/reply-12636303 In that case, BRKS should be the valuation
        leader.

      • do I get the feeling you're a short trying to imply you know more about this company than anyone else on the board? BTW, it's Daifuku, not Dafuku.

      • The FASTech and Autosoft products had been
        integrated long before the acquisition.
        They have been
        running in several fabs for several years now. Most of
        these products are
        compatible with other vendor
        products as well.

        The acquisitions made recently
        have a common theme of creating a highly integrated
        software
        product and make inroads into the atmospheric robot
        market.

        I think this stock is a buy even at these levels.
        It is impossible to predict the stock
        price with
        any authority though.

        Hope this
        helps.


        -- Disclaimer --
        I am a BRKS employee. What I
        state above is my opinion only. I do not have any
        insider
        information.

 
BRKS
12.57+0.06(+0.48%)Dec 19 4:00 PMEST

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