Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Ian@SI who wrote (1004)	9/13/2000 1:59:33 PM
From: Sam Citron	Read Replies (1) \| Respond to of 1214

Ian, Just got back in PRIA on this overreaction. In the past I have noticed that execution hiccups during product transitions have provided significant profit opportunities for investors willing to buy on weakness. Knowing you to be an astute observer of developments in this space, I have a few questions. I should note that I have not closely followed the industry in the past couple of years, so if the questions appears naive, they probably are. As the interview you cited points out, Turbostocker was originally designed for 300-mm wafer, and the recent problems relate to unexpectedly high demand for Turbostocker 200. I have briefly perused PRI press releases and have failed to locate a single announcement about orders or deliveries of Turbostocker 300. Has PRI released any aggregate stats on quantity of Turbostocker 300 orders or deliveries? PRI would not seem to be alone in overestimating speed of 300-mm transformation. What is present status of this general transition and what factors are holding it back? Sam