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

To: Ian@SI who wrote (992)	9/12/2000 7:02:26 PM
From: Proud_Infidel	Read Replies (2) \| Respond to of 1214

Ian, When bad news like this comes out, it seems as if every ugly creature crawls out from uder their rock to say I told you so when in fact they never did. PRIA was and still is, one of my favorite stocks in the sector, right behind AMAT. I believe that this will be a mere bump in the road which people selling here will regret. They are basically the AMAT of the automation sector, providing the automation that the next generation of fabs will require. They may be dead money for 3 months, but beyond that I have a difficult time believing we will languish down here unless this cycle is dead. I also am more optimistic in that not only are the analysts turning bearish, but so are the investors. And what players have come in to PRIA's space since last month or last year? Semiconductor cos. are not likely totrash an entire line in favor of another because of a poor ramp. I do not work in the semi industry but I know that merely qualifying a product takes a long time, let alone getting into a fab. This is precisely why I love this company and this sector-high barriers to entry. Even when there is a snafu in ramping a product or whatever, there are few alternatives out there. Brian