Teradyne Message Board - Msg: 14515867

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Technology Stocks : Teradyne

TER 190.43

+2.8%

3:59 PM EST

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To: Just_Observing who wrote (1093)	10/4/2000 10:02:39 PM
From: Maverick	Read Replies (1) of 1184

Reason why TER will beat $826 M order post.messages.yahoo.com At the beginning of Sept '00, ML said J750 logic tester order could be weak due to a shortage of high-speed components. ML also said any improvement in procurement late in Sept could provide upside suprise to both rev and order. From yesterday contract wins, there were a lot of J750 orders. This could translate into the improved procurement of components in much the same way as Agilent did. At first A warns about component shortage, then they handily beat the estimate due to ASIC procurement improvement late in the qtr. The press announcement might be an implicit way to tell investors just that.

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