Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Teradyne -- Ignore unavailable to you. Want to Upgrade?

To: Maverick who wrote (1033)	7/15/2000 1:38:55 PM
From: Jeffrey D	Read Replies (2) \| Respond to of 1184

From the TER CEO. Jeff << Teradyne CEO Chamillard on Software Unit, Chip Demand: Comment San Jose, California, July 14 (Bloomberg) -- Teradyne Inc. President and Chief Executive George Chamillard comments on the No. 1 maker of semiconductor-testing equipment's software unit, demand for chips and coming changes in how computer-memory devices are tested. Chamillard made his remarks during an interview at the Semicon West trade show in San Jose, California. On the possibility of spinning off the software unit: ``It's a small piece. We're still excited about it; we're getting a good, healthy business there. It's growing fast, but it's small. (A spinoff) is possible, but it's hard to spin off a business in this environment. We want to get a good, strong, healthy business, not just spin it off to make a quick buck.'' On demand for chips: ``For fundamentals, I think chips and the semiconductor industry is about as good a place as you can get. I do a kind of man-on-the-street testing, and they're willing to spend a lot more of their disposable income on bandwidth and speed. To the man on the street, certainly it's not over. I don't see any sign that the unit demand is going down. I don't see a downturn.'' On sales for the second half of this year: ``Sales will probably be up for the next six months. I think we might see order rates have some more noise in them. Shipments are increasing. You should not look at the order rates; you should look at the actual shipment increases. We'll increase shipments in second quarter, and we'll probably increase shipments in third quarter.'' On changes in the way computer-memory chips are tested: ``We're already going after (business at dynamic random access memory chipmakers) aggressively, contrary to the results we're getting. But there's a serious disconnect we see coming in memory that will give us a chance to change the world we operate in. If you see testing moving from package (testing) to probe (testing), probe is where we're strongest. We're counting on this disconnect coming in memory.'' Jul/14/2000 17:04 ET