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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Sun Tzu who wrote (38396)	10/17/2000 2:26:07 PM
From: michael97123	Read Replies (1) \| Respond to of 70976

Why do i get the feeling that tonite is much like the showdown at the OK corral, in this case between the bulls and the bears. Hope we got the fast guns. News at 5!!!

To: Sun Tzu who wrote (38396)	10/17/2000 3:47:24 PM
From: Math Junkie	Read Replies (2) \| Respond to of 70976

Teradyne does have a substantial business in test equipment for the communications industry, but they also sell semiconductor test equipment to semiconductor manufacturers, which is where they are expecting a slowdown according to the report I saw. As such, they are considered a "back end" semiconductor equipment company, which means that their equipment is used late in the manufacturing process, whereas companies like AMAT, KLAC, LRCX, and NVLS are "front end". Another back end company is KLIC, who make equipment to bond wires to the chips. Some people consider back end companies to be a leading indicator for the rest of the equipment industry. Teradyne is the first big-cap company in the sector to warn of slowing in business, as far as I know.