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Technology Stocks : PRI Automation (PRIA)
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To: Nevin S. who wrote (681)6/1/1999 3:23:00 PM
From: Ian@SI  Read Replies (1) of 1214
 
Nevin,

Thanks.

One comment. At about 21 minutes into AMAT's last earnings conference call (May 18), the CFO indicated that AMAT has stopped all 300mm development because there was no firm customer demand.

If they don't get their act together quickly, their competitors may pick up a good "chunk" of market share.

Ian.

./..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."
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