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

To: Thomas DeGagne who wrote (751)	7/20/1999 9:17:00 AM
From: Ian@SI	Read Replies (2) \| Respond to of 1214

T., I'm going to be out most of the day. If you're really keen to get the answers re BTB, it's from about 6 minutes into the conference call to about 7 or 7 1/2 minutes into the call to get those comments from Mitch. I'll listen to my recording probably this evening and relay a more precise description. Unless of course, someone else does it first. I don't remember any mention whatsoever of ASYT or BRKS. There was a brief discussion of INTC; where Mitch explained his understanding of their approach. i.e. - during the 300mm pilot, where it's least risky to experiment with new vendors, Mitch expects INTC to bring in 2nd vendors and give them a shot - not just for automation but across the fab. So he expects to have his equipment in INTC's 300mm pilot; he also expects a competitor to be invited to the shootoff; and he expects to win the war and be selected for the 300mm production rollout. As always, this was an informative call. I do recommend that anyone with a serious interest or position in PRIA listen in. Ian.