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 142.62

+2.2%

Nov 21 9:30 AM EST

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To: Math Junkie who wrote (5899)	6/18/1998 8:22:00 AM
From: Mason Barge	Read Replies (2) of 10921

I don't think that it would take much luck for TER to miss a forecast of 34% growth the next couple of quarters. IMHO the lesson to learn from the BTB and KLIC is that earnings are going to tank in the back-end segment the next couple of quarters. Test earnings are much more volatile in the short-term, because of the short order to delivery time. This is why I don't listen to sell-side analysts. Despite its strong market in IC & telecom, TER is trading at a PEG under .5, not because nobody is watching it, but because these forecasts of 34% growth are practically meaningless.

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