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 139.60

-6.2%

Nov 20 3:59 PM EST

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To: Justa Werkenstiff who wrote (5346)	5/8/1998 11:49:00 PM
From: Pseudo Biologist	Read Replies (1) of 10921

Justa, previously I wrote <<Recently it(TER) seems to have stepped a bit into EGLS territory>> Thinking and reviewing this may have been a misinterpretation of a paragraph I read in their 1997 annual report; namely, and I quote: "Virtually all Teradyne semiconductor testers operate in tandem with electromechanical handlers and wafer probers(), and the close linkage between tester and handler suggests that many of our customers will be attracted by the opportunity to buy both from a single supplier." Then, they go on to talk about the Kinetrix unit, which will be shipping handlers and sorters (not probers!) in the first half of 1998. Of course, one could extrapolate that TER could move into probers eventually; not being an expert on this at all, I cannot say if this extrapolation would make sense at all. Sorry if this caused any confusion, PB ()EGLS is the leading US maker of wafer probers -- in case someone forgot.

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