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Technology Stocks : PRI Automation (PRIA)
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To: Ian@SI who wrote (679)6/1/1999 2:52:00 PM
From: Nevin S.  Read Replies (2) of 1214
 
From Lehman Bros. 5/24/99 report on first 300mm plant announcement by Taiwan Semiconductor Mfg.

.....

"A number of semiconductor equipment companies will play a large role in the 300mm equipment market. Chief among these will be industry leader Applied Materials, and logistics automation supplier PRI Automation."

...snip

"PRI Auto is also a large potential beneficiary, since 300mm plants will require a much more extensive degree of physical automation and real time scheduling than 200mm plants."
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