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To: Doug Langdon who wrote (135)12/12/1996 8:23:00 PM
From: William B. Kohn of 903
 
Doug I visited over at BRKS today. The mood is very upbeat, they are going full board. Lots of new projects. 300mm products well received in Japan. Orders for flat panels are inhouse, especially for larger panels and they seem to be doing work for a major new customer. New products are being roled out faster than before, in large part because they are using more advanced tools in engineering. They were talking about BRKS stock continuing to do very well. Expect a flat Q this month, perhaps a shade down but less than I think the street expects. By Q3 they will be growing very strong, that is the feeling I get.
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