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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club

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To: Justa Werkenstiff who wrote (14596)	6/20/2000 3:33:00 PM
From: Jeffrey D	Read Replies (1) of 15132

Justa, Credit Suisse today on TER. Jeff << Teradyne (TER, $83, BUY) Target (12 Months): $140 Q3:99's Angst Revisited This Quarter Bookings Nothing To Be Ashamed Of - Flattish sequential Q2 orders, on the heels of Q1's 60% uptick, remain robust. Semi test industry's order plateau apt to lift in Q4. Will Need To Drive The Top Line Through Q4 - Q2's backlog is apt to grow by $200-300MM, despite a vigorous 17-20% sequential revenue build. H2 capacity constraints may be evident in high-end logic and mixed signal lines. More Margin Upside Is Possible - Q1's 23% level is apt to be topped again this quarter. Ultimate upside is keyed to both execution and mix. Annual EPS 12/01E $4.40 12/00E 3.15 12/99A 1.07

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