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Technology Stocks : PRI Automation (PRIA)
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To: Proud_Infidel who wrote (967)9/11/2000 11:14:25 PM
From: Ian@SI  Read Replies (3) of 1214
 
Brian,

From the conf call, PRIA has all its bookings, doesn't have cancellations or pushouts, does have a specific problem which is related to 200mm turbo stockers.

Fabs are unlikely to mix and match equipment from different vendors in a single line, or fab, if at all.

So the revenue that we expected this quarter is likely to be seen during the next 2 quarters. The requirements aren't going to disappear into thin air!

I wouldn't be surprised to see an SFAM style crash with lowest prices coming early tomorrow morning; and some recovery throughout the day. I don't expect it, but I wouldn't be surprised.

Ian.
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