Teradyne Message Board - Msg: 3035329

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Technology Stocks : Teradyne

TER 199.20

+1.1%

3:52 PM EST

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To: JakeStraw who wrote (636)	12/23/1997 11:29:00 PM
From: William T. Katz	Read Replies (1) of 1184

Boy this thread is dead. Here's my take on Teradyne: Book-to-bill in Nov. for testing equipment is solid (something like 1.2+) which is very bullish for Teradyne. This figure also jives with the statements from a newsletter which described backlog of orders for Teradyne. Even in the face of the dreaded asian slowdown, having a backlog might let Teradyne ride it out. Although average sales pricing for chips is dropping, the volume is increasing. Teradyne, as a tester, is more tied to the volume rather than the ASP. So even if some chip makers have decreased margins, I wouldn't think this translates directly to Teradyne. Complexity of technology is escalating. We are constantly shifting from one type of tech to another, ramping up the clock rates, etc. This also is good for testing equip makers since new testers are required. Can someone comment on the downside besides weakening asian productions? I've established a small long position from 30 3/8 and am happy with the movement on the stock so far. I think we have dropped considerably from near $60 and as far as I can tell, the fundamentals have changed little. Let's get a little more discussion going ... What about the software testing portion of Teradyne? How much will that contribute %-wise to future revenue/income? -Bill

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