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Technology Stocks : PRI Automation (PRIA)
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To: Ian@SI who wrote (1119)3/15/2001 8:02:05 AM
From: orkrious  Read Replies (1) of 1214
 
Ian, the only decent size position I have in the semi equips is CYMI. Given the low valuations in the small caps, I'm thinking about reestablishing other positions. I've read many people who think that companies may shelve add'l 200mm capacity fabs but go ahead with 300mm.

I believe you (maybe someone else) said automation is the first thing to go into a new fab. Is PRIA still your favorite? Their valuation is nowhere near as cheap as ASYT. Looking at price appreciation potential, which would you pick? Are there any other interesting low-risk (or at least lower-risk <G>) plays in this area?

TIA

Jay
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