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Technology Stocks : PRI Automation (PRIA)
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To: orkrious who wrote (1014)9/18/2000 9:16:56 AM
From: Ian@SI  Read Replies (1) of 1214
 
Did Lehmman go out and hire Slimey Balarney's analyst?

Seems to me that PRIA's warning stemmed from the market's overwhelming and unexpected rush to its new, 300mm turbostocker product. This was compounded by PRIA accepting those orders which were for the current 200mm environments which have much less standardization than will be the case with the next generation.

Nowhere did I see any indication that competitive pressures contributed.

And when a company has close to 100% market share, it's really tough for a competitor to lose ground. Duhhh!
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