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Technology Stocks : PRI Automation (PRIA) -- Ignore unavailable to you. Want to Upgrade?

To: Ian@SI who wrote (749)7/19/1999 11:33:00 PM
From: Demosthenes  Respond to of 1214
 
Ian,

Thanks for the PRIA cc info. I guess I should call in and listen, as a shareholder and to check up on your notes :-).

That 200mm is, and forecasted to be, strong is great news. I listened to the NVLS CC replay that included the Q/A. Rick said that Japan had "rebounded" nicely and that in general technology and CAPACITY buys are strong. He said that the need for memory capacity in Korea was very strong because some suppliers had fallen behind. I thought that was interesting.

Ever, D



To: Ian@SI who wrote (749)7/19/1999 11:41:00 PM
From: Thomas DeGagne  Read Replies (1) | Respond to of 1214
 
Ian says: Automation equipment Btb was 1.7:1! another area was 2:1!!!

Wow! When the release said above industry average I didn't think they ment far beyond!! Could you please confirm these numbers from the CC? Was there any mention of ASYT, BRKS or other competition on the CC?

Thanks in advance.


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