PRI Automation (PRIA) Message Board

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Technology Stocks : PRI Automation (PRIA)

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To: Proud_Infidel who wrote (777)	8/5/1999 10:41:00 AM
From: LemurHouse	Read Replies (1) of 1214

Thread: Does anyone have a good idea of how important the flat panel display industry is to PRIA's business? That is, how much does/will the flat panel sector contribute to PRIA's top and bottom lines? Do current capacity constraints in flat panel industry represent a significant opportunity for PRIA, or is this a marginal issue for them? Magnitude? I'm mainly focused on PRIA's semiconductor cap equip business, and I like its position in the cycle, impending move to 300mm, etc. I'm planning on taking a position and am hoping that the market's seasonal doldrums will provide an entry point even lower than today's already (in my view) attractive price. But I am curious as to what extent the current capacity constraints in flat panel production is going to be an added help to PRIA, and if this might be a factor in moving the stock sooner rather than later. All responses welcome. Thanks/AD

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