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Technology Stocks : PRI Automation (PRIA)
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To: Sam Citron who wrote (1008)9/13/2000 4:33:42 PM
From: Ian@SI  Read Replies (1) of 1214
 
Sam,

RE 50% in 2-3 months. Quite possible, especially if a favourable impression is given during the earnings conference call. Otherwise, we'll probably have to wait until the late-January call.

RE Prospects tied to 300mm: Not totally true. Many 200mm fabs are taking advantage of PRIA's automation capabilities. By getting the automation processes down pat in the current world, they realize the benefits today; and they remove one set of variables from the 300mm transition. i.e. - Witness the unexpected popularity of the turbostocker with the 200mm fab managers.

Ian.
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