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


To: Ian@SI who wrote (896)4/7/2000 5:40:00 AM
From: lrrp  Read Replies (1) | Respond to of 1214
 
Ian, I'm up trying to beat John Stewart to the catch the worm; but so far all Ive caught is hell from my wife for waking her!<G> Really early day to catch up on work!

What I read in an interview with the pri ceo-- he said, they had a 50% market share and the ability with new software and other value added services, to get 50-75 mill per 300mm fab vs 15mill for a 200 mm fab-- (wall street transcripts)

Do you happen to know how the previous post numbers are guesstimated and how many new 300mm fabs will come on line before the cycle is over; and as noted on other threads perhaps (Mattson 2) perhaps many companies only make chips which technology requires 200mm machinery

Im basicaly trying to look out 2 years and see what the rev numbers could be! how many 2 vs 3 00 fabs at that point, if any one can guess.

Thanks , steve( east coast early bird)