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Technology Stocks : PRI Automation (PRIA)
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To: SJS who wrote (667)4/23/1999 8:58:00 AM
From: orkrious  Read Replies (1) of 1214
 
Steve, I didn't take any notes. But my impression was it was incredibly bullish. Bookings were way up. They are working on business for 10 new fabs and 5 fab upgrades. They are working on more but these seem likely.

SG&A was down significantly, not only in % but in $. Margins improving. Q4 (ending sept) is when the revenue will really spike.

Cross selling opportunities abound with Equippe merger. For ex, Sony is an Equippe customer but hasn't been with Factory Automation division.

Of 10 new fabs they're likely to get, all are in Asia. Only five are existing customers.

Don't really remember more specifics, just very optimistic. It's worth listening if you have the time.

Jay
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