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Technology Stocks : Teradyne
TER 215.53-3.1%3:14 PM EST
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To: James Knight who wrote (600)11/28/1997 3:32:00 AM
From: HerbertOtto   of 1184
 
This may not do much for us but allow venting. But I share your
frustrations (rage?). Perhaps shareholders can get a movement
going whereby analysts salaries are tied to the performance of
their recommendations. Buy at 55 and Sell at 35 would get the
analyst a 36% pay cut. For now, just look at these analysts as
contrary opinion indicators - similar to the Bull/Bear Survey.

On your Samsung comments - After the devaluations, there will
be a capital boom in Asia. They will have a teriffic cost advantage.
I think the good SemiEqpt companies will prosper more than
heretofore imagined. The $64K question is - when will the
devaluations end? Or at least - this round?

Good luck!

Herbert
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