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Technology Stocks : Brooks Automation
BRKS 96.74+1.4%Apr 13 4:00 PM EDT

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To: Johnny Canuck who wrote (1084)11/9/2020 2:00:21 PM
From: robert b furman  Read Replies (1) of 1114
 
Hi Johnny,

Definitely appears to be a chip industry wide consolidation.

Should mean consolidation and margin expansion.

I think it is a global plan to be ready to address the government sponsored Chinese effort to buy the market.

Must have scale and be most efficient with no or little debt.

Infineon cut their dividend , blamed it on Covid, but they also will have costs after buying Cypress. Need to get those cost behind them quickly - much like Cohu did.

Bob
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