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

To: Wizard who wrote (849)	11/19/1999 10:48:00 AM
From: Ian@SI	Read Replies (1) \| Respond to of 1214

Wiz, Agreed. I believe that the lowhanging fruit of shrinks has already been picked by the fab managers. Going forward, more capacity will require new lines in existing fabs, filling up shells or greenfield fabs. To PRIA, it doesn't matter which of the 3 is done, their equipment will handle the automation; and from the sounds of things, their Fab Automation software is rapidly winning industry support. The current price reflects the short term for the AMHS stuff; I doubt that the software revenues, growth, margins or ROI have yet been priced into PRIA. I suspect that PRIA will be setting a new alltime high within a quarter. And after that we should see some real growth as fab construction / equipping gets going. JMHO, Ian.