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Technology Stocks : Agilent Technologies (A)
A 144.26-1.4%9:30 AM EST

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To: Kirk © who wrote (552)2/14/2005 5:17:26 PM
From: robert b furman  Read Replies (1) of 620
 
Hi Kirk,

A lot of cross currents.

I continue to think these guys are settting up foe a really good H2.

Their focus on margins and expense control is really what it is all about.

Good will come - but We're probably 1-2 quarters away in the ATE market.

In between conservative sceduling and longer delivery time will add up to a growing backlog and visibility.

I like ATE's B2B over 1.00 (1.03).

That is the beginning of a price rise.

All these guys need to do is grow backlog and price won't look back.

BWDIK.

Thanks for the update.

Bob

If what happened to Cohu ,happens to A - it'll go up tomorrow.

Wonder what AH is doing??
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