SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : PRI Automation up 30%

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: N. Kedarnath who wrote (150)2/13/1997 11:11:00 PM
From: mauser96   of 193
 
Reading your previous posts, it seems that PRIA is is a duopoly with Daifuka, since Asyst is gone and they have agreements with Shinko. I don't think American, European, or Korean chip makers will want to be dependent on a japanese company. Is it true that Brooks is not a direct competitor? I got interested in PRIA when I realzed that big wafers and small chips means each wafer is very valuable, and not likely to be intrusted to a guy in a bunny suit with dandruff. It would appear that PRIA has better prospects for new business than most others in the semiconductor equipment catagory. I find it difficult to obtain much info on PRIA. If Intel chose it for what is likely the most advanced fab in the world they should do well with less demanding customers. I also saw that it was recommended by a major broker acouple of days ago with a sharp price runup. It sells at a P/E close to its estimated growth rate. I suspect it could grow faster- what do you think.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext