Teradyne Message Board - Msg: 14036553

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Technology Stocks : Teradyne

TER 182.37

-1.4%

Nov 7 9:30 AM EST

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To: Roger Zucchet who wrote (1026)	7/12/2000 8:19:30 PM
From: odysseus	Read Replies (8) of 1184

Irrational Discouragement. First, allegations of a lost contract to a faster growing company (LTXX)with .25 of revenues of TER. Second, management earlier cautions not to expect same blow out growth rates as in prior quarter. Third, institutional overhang of TER whose stock is 84% institutional controlled. Fourth, O'Neill's 7% stop-loss rule. Lots of short term money came in last week @ 80 when BA Rob Stephens issued an ambiguous buy with price target of "80". My read. Great company selling @ less 17x growth flow (R&D plus earnings) likely to grow earnings on the average of 20%/yr over the next ten years, if you believe that the cycles have smoothed out and that chips are no longer synonymous with the computer industry. Company is among the big three in semiconductor cap equipment group and should be earning $6.00 per share in 2004 if past performance is any indication. Translates into a stock trading between $180 and $240, if you're sufficiently patient.

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