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Technology Stocks : Semi Equipment Analysis

SOXX 312.18

-0.2%

Dec 9 4:00 PM EST

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To: Woody_Nickels who wrote (46495)	1/17/2010 2:43:46 PM
From: robert b furman	2 Recommendations Read Replies (1) of 95546

Hi Woody, I'm quite sure you will have a delight with at least TER, Otellinin said at Intels webcast that they pushed forward the iC3,IC5,and iC7 chips at the request of Asian customers. That means Ter delivered some expensive logic testers. I also listened to the Rudolph webcast at the Needham growth conference.Management said that backend test was going strong and even reference that Ter was doing well. Rtec,(rudolph) bought August 3 years ago and now 40% of their revenue is in the backend.They were bragging as to how strong backend was and that it diversified their frontend metrology division. You are due for a nice surprise.IMHO Bob Now lets hope that post expiration will allow those with good/great earnings to enjoy multiple expansion!

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