PRI Automation up 30% Message Board

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Technology Stocks : PRI Automation up 30%

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To: Alan Gallaspy who wrote (144)	1/24/1997 9:37:00 AM
From: N. Kedarnath	of 193

Al, Asyst is still the leading player in the overall fab automation field. PRI claims to have 90% of the US market for automated material handling and that is probably accurate. The completeness of Asyst's product line is something its competions don't have. Recognizing that is the motivation for forming INFAB, a commercial joint venture between Empak, Jenoptik, M&W, Brooks Auto and a software provider to take on Asyst in the 300 mm game. Every one of the Infab member competes with Asyst in some fab auto sector. However, there is no revenue from 300 mm tools for quite some time, IMO. In fact a significant fraction of IC made today are still made from 6" wafers! I would focus on all aspects of the fab automation field; by having a presence in every sector, Asyst has something to offer that others can't - itself! Any large company with $200 mil can easily buy Asyst and instantly become the leading supplier of factory automation systems. Now that PRI has announced earinings, it stock price will probably drop a few bucks. Kedar

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