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

To: Ian@SI who wrote (1146)	5/16/2001 12:26:12 PM
From: Ian@SI	Read Replies (2) \| Respond to of 1214

Nice presentation by Mitch: CIBC World Market's Web site at cibcwm.com Number of Fab opportunities being tracked continues to grow. Here's to him converting all of these into wins. New presentation with new slides (compared to those that I've seen / heard recently). Slide 8 gives the customer list broken down by OEM (with AMAT, KLAC, TEL, SVGI, MTSN, etc heading the list); Software with ADI, GLW, MOT, NT, Sony, TSMC, etc.: and Factory systems with IBM, INTC, IFX, MU, MOT, TXN and TSMC among others in that list. An interesting slide shows PRI's BtB compared with SEMI. PRI has handily beat the industry's book to bill in each of the last 9 Qs. And the 300 MM fab revenue opportunity was broken out. 200MM 300MM Lithography 2M 10M Software 1.5M 15M Tool Aut'n 5M 30M Factory Aut'n 15M 40M Total: 20-25M 85-95M per fab.