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Technology Stocks : PRI Automation (PRIA)
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To: Ian@SI who wrote (531)11/20/1998 12:30:00 AM
From: Gary Burton  Read Replies (1) of 1214
 
If you're referring to PRIA's cc, yes I did listen in.(I did not know BRKS's number) All I'm saying is that at first blush I'd rather own BRKS at 13.25 than PRIA at 20ish. Robot phase vs other automation phase doesn't mean much at depressed valuations once the tide starts turning--which PRIA says is, in their view, certainly the case now. And since BRKS is still selling below 1x depressed sales , net of $6.62 in cash---one third of PRIA's ratio-- I expect it to play catchup on a relative basis. Words like 'poised' and 'significant operating leverage' used by BRKS in their press release are my kind of words.
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