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Technology Stocks : PRI Automation (PRIA)
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To: FJB who wrote (1068)11/3/2000 10:27:50 PM
From: Ian@SI   of 1214
 
Bob,

If 300mm really is happening, then PRIA doesn't have to fix their manufacturing process. As I understand it, the tool and the process was designed primarily for 300mm requirements. It was the 200mm orders and the degree of customization for that environment that slaughtered them last Q. (to be reported Nov 21st).

Regardless, 300mm will happen sometime, and before it does, PRIA will see a major acceleration in revenues. Their automation equipment goes in first.

Ian.
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