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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 165.84+1.9%3:59 PM EST

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To: SemiBull who wrote (3623)12/2/1997 12:35:00 PM
From: Donald L. Dominicci  Read Replies (1) of 10921
 
Semi I am a new subscriber to INFRASTRUCTURE and know they see the automation segment as their favorite. I have not done much research on PRIA, However I know they have a partnership with KLIC to automate the back-end assembly function. Their 1st product will be available in Q1 1998. I see INFRASTRUCTURE has more money in both portfolios in ASYT than BRKS or PRIA. I read a great article on ASYT in the wall street journal interactive edition dated 12/1, and have been trying for hours trying to post it for you but apparently you have to be a subscriber. Bottom line it sounded positive on ASYT management. Good Luck Don
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