Teradyne Message Board - Msg: 26513796

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Technology Stocks : Teradyne

TER 192.25

-1.3%

3:59 PM EST

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From: Woody_Nickels	5/5/2010 10:33:13 PM
	3 Recommendations Read Replies (1) of 1184

<<After a decade of extreme negativity for tech stocks, it shouldn't be that surprising that some stocks in the sector have unheard of PE multiples. After a decade where a typical tech stock fell some 90% from its 2000 peak, why would investors pile into them regardless of their earnings? After all, why not buy commodity and energy stocks that have been all the craze for the last 5 years. Teradyne (TER) is one such example, trading on Friday's close at just 8x 2010 estimates and 5.5x the upper end of 2011 estimates. The stock is down some 85% from its 2000 peak of around $100. What could the stock offer investors that were so burned by holding it in the early 2000s? For starters, it's gone almost unnoticed that TER just reported its highest semiconductor related orders in 10 years. Heck, Stone Fox Capital has been allocated some 20% into tech stocks like Apple (AAPL) and Riverbed Systems (RVBD), but we've mostly ignored the spaces such as semiconductors or communications equipment that dominated the trade 10 years ago. Not now.>> For the remainder of the article see: seekingalpha.com Woody

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