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 (531)	11/20/1998 12:30:00 AM
From: Gary Burton	Read Replies (1) \| Respond to of 1214

If you're referring to PRIA's cc, yes I did listen in.(I did not know BRKS's number) All I'm saying is that at first blush I'd rather own BRKS at 13.25 than PRIA at 20ish. Robot phase vs other automation phase doesn't mean much at depressed valuations once the tide starts turning--which PRIA says is, in their view, certainly the case now. And since BRKS is still selling below 1x depressed sales , net of $6.62 in cash---one third of PRIA's ratio-- I expect it to play catchup on a relative basis. Words like 'poised' and 'significant operating leverage' used by BRKS in their press release are my kind of words.