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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: robert b furman who wrote (12609)	11/22/2003 1:13:42 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95596

Thanks Don and Bob. First on the monthly charts Don, I disagree. There are very few that look as good as MTSN and COHU so far. However on a fundamental basis these stocks have really gained a lot of ground based on lower expectations for next year than many other stocks in the group. Bob, I think COHU looks quite interesting. If you add Bollinger Bands to your charts and you will see what I mean. Thanks again and if anyone else wants to add their 2 cents we can really get a discussion going. Thanks again! RtS

To: robert b furman who wrote (12609)	11/22/2003 1:18:18 PM
From: The Ox	Read Replies (1) \| Respond to of 95596

Your mention of Advantest made me remember this article from yesterday: Teradyne May Not Return To Peak Earnings Forbes Staff , 11.21.03, 11:01 AM ET NEW YORK - J.P. Morgan initiated coverage on Teradyne (nyse: TER - news - people ) at "neutral." J.P. Morgan said the maker of semiconductor-testing equipment will benefit from an emerging semiconductor cycle, adding that underinvestment "will drive above-average demand in 2004." The research firm said Teradyne was the market leader with 24.6% share in 2002, but the top two competitors Advantest (nyse: ATE - news - people ) and Agilent Technologies (nyse: A - news - people ) are gaining ground, with 21.6% and 20.7% market share, respectively. The automated testing equipment business "will experience a continued recovery in 2004 and 2005," but J.P. Morgan said "we do not foresee a return to previous peak earnings levels for Teradyne." Shares are up 14 cents to $17.51. forbes.com