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Technology Stocks : PRI Automation (PRIA)

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To: Q. who wrote (1003)	9/12/2000 11:34:01 PM
From: Ian@SI	Read Replies (1) of 1214

Maybe I'm being a little harsh here. No John, you're not being a little bit harsh; you're staying true to form and being a lot harsh. Just the same, paying attention only to the tone of a cc, and the perception it created in my mind Have you listened to the interviews for which I posted URLs? Surely, even with your harsh outlook, you couldn't still think that anyone was asleep at the wheel. Rather, a product intended, designed and targetted to the 300mm market turned out to be a runaway hit with the 200mm fab managers. And the customization required for those fabs played havoc with PRIA's manufacturing process. This story didn't come across clearly during the conference call. Mitch was too contrite, IMO. Top line revenue growth might recover while earnings twist in the wind due to bad margins from manufacturing problems. This is precisely the opposite of the guidance given by the company. Whatever could possibly lead you to form this conclusion? Any facts? ... or just being unnecessarily and excessively harsh??? Ian.

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