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Technology Stocks : PRI Automation (PRIA)
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To: Artslaw who wrote (983)9/12/2000 2:19:06 PM
From: Q.   of 1214
 
I want to get this in perspective. The overall tone of the cc bothered me a lot.

But what about the numbers? From the cc, it sounded as if the product is being shipped and installed successfully. Just not at the volume and margins that they need.

Did I understand correctly that they are shipping something like 2/3 of the volume that they planned?

It's certainly true that the fabs are being built, and that 300 mm especially must have automation. The present problem is with 200 mm, isn't it? I wonder if they will have similar problems rolling out 300 mm?
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