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Technology Stocks : PRI Automation (PRIA)
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To: orkrious who wrote (488)7/23/1998 9:14:00 PM
From: orkrious  Read Replies (3) of 1214
 
I just finished listening to the conference call. The bozos on the Yahoo thread (disgruntled ex-employees) couldn't be more wrong. I thought management sounded extremely competent, and they are managing at a break-even level during the downturn. Although I am far from a technical expert, product development sounded excellent, and we should be in good shape when the upturn hits. Clearly, they had huge interest in automating DUV. I was also impressed by the number of big boys on the conference call-Goldman, MSDW, Cowen, H&Q, etc. I don't have a clue which way we're going tomorrow. Hard to fathom going lower with the potential upside over the next few years, but I thought that at 18. Maybe we'll get sell on the rumor, buy on the fact. Jay
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