Jim:<<Teradyne has just dropped under a PE of 20, you own any or ever think of picking up some?>>
No, I don't have it but, yes, I did think of picking some up awhile back. I was on the chat area of the Brinker website soon after they got it up and running a few months ago. There was only one other guy there and we were discussing Bob when Bob Brinker, Jr. joined us. We discussed a few things and Brinker, Jr. asked if we had considered TER. He was bullish on it at that time. Well, of course, I didn't follow up on it like I should have and, as Bob might say, the rest is history.
I am big on AMAT and really feel one gorilla in the sector is enough. You know, diversification and all. But I do know some people that own AMAT, TER, KLAC and NVLS. Bob, of course, is bullish on TER and NVLS.
Funny that I mention diversification when I also own a stock called Helix {HELX}.They are the gorilla in their sector contolling over 70% of the business but their largest customer by far is AMAT. So, when gorilla AMAT's business is down gorilla HELX's business follows them down. So much for that investment rule! Jeff
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