Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 154.05

+1.4%

9:54 AM EST

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To: ET who wrote (4919)	3/3/1998 9:25:00 AM
From: Mason Barge	Read Replies (1) of 10921

Teradyne certainly has responded to yesterday's plummet. It must have five news releases on the wires this morning. I suppose the market reacted so violently because it has been positioned as a company with minimal exposure to the more troubled segments of SEA, especially Korea and Japan, so an earnings shortfall equates to an overall industry slowdown, rather than simply a local SEA problem. Both Teradyne and Orbotech announced introduction of multi-camera digitalized AOI systems today.

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