Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 162.77

+2.6%

Dec 8 3:59 PM EST

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To: Justa Werkenstiff who wrote (5346)	5/8/1998 3:37:00 PM
From: Pseudo Biologist	of 10921

Justa, I have a few TER shares. It's a very solid company, perhaps second only to AMAT among the semi equips. It dominates (with Advantest of Japan; other players with much lower market share, from memory, are CMOS and LTXX) the automated test equipment subsector. TER has also diversified into telecom equip and even software testing; early for me to see how that's going. Recently it seems to have stepped a bit into EGLS territory. Its dynamics is a bit different from AMAT, NVLS, etc. as it is more of a back-end company. I think its book-to-bill tends to fluctuate a bit more than others (except, perhaps, KLIC) because of this. It should survive, perhaps stronger, any downturn, and take off whenever the upleg occurs. PB

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