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Technology Stocks : PRI Automation (PRIA)

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To: Q. who wrote (753)	7/20/1999 4:14:00 PM
From: Ian@SI	Read Replies (1) of 1214

I just finished listening to the first part of the conference call. The margin comments were in the Q and A section which I'll get to later this evening or tomorrow. If I remember correctly, the lower margin will be due to product mix not pricing pressure, but I'll pay special attention to see what precise statements are made. In Mitch's opening remarks, he did point out that: Bookings are up 14% over the prior Quarter. [i.e. Business continues to grow.] BTB is 1.4 which is the same as last quarter. [i.e. 40% growth compounded quarterly] And Mitch expects continued growth in Bookings sequentially. [i.e. Business continues to expand.] Factory systems division had a BTB of 1.7; with interbay at 2.0. Took 4 major orders, of which only the Hitachi one has been announced. In addition there's a major E coast fab expansion; and 2 new fabs in Asia. Both were foundries, both were existing customers, one in Taiwan (TSMC??) and the other in Singapore. Bookings reflect a shift toward increased activity in Asia. ... I took a bunch more notes; and will probably share these tomorrow after I listen to the rest of the call. Ian.

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