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Technology Stocks : Semi Equipment Analysis

SOXX 299.81

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Dec 19 4:00 PM EST

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To: Sam who wrote (40636)	10/7/2008 7:19:03 PM
From: Cary Salsberg	2 Recommendations Read Replies (1) of 95617

RE: "...fundamentally wrong..." TER is a chip testing company. What is "fundamentally wrong" with chip testing companies comes under the rubric "cost of test". Moore's Law shrinks chips and the result is higher capability and lower cost per chip. This has been progressing for many years, now. Cheaper chips require lower unit costs of testing even though the chips are more complex and more powerful. The testing companies don't have the benefit of Moore's Law, but they must continually lower "cost of test". This is a recipe for lower margins and lower profitability.

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