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Technology Stocks : PRI Automation (PRIA)
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To: Ian@SI who wrote (1114)2/14/2001 9:45:40 AM
From: LemurHouse   of 1214
 
I thought there was relatively good news for 300mm and for PRIA in the AMAT conf call yesterday. AMAT's 300mm business was relatively strong, and CEO Morgan indicated that they expect much of the 200mm business that was pushed-out or cancelled to come back as 300mm. He reiterated several times that technology is driving capex right now, not capacity. And that unlike the last downturn, this time the semimanufacturers have money for capex, so its a question of business judgement when the capex happens, not ability.

All in all, thought it bodes very well for the future of PRIA.
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