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

To: Return to Sender who wrote (14359)	4/7/2004 11:19:57 AM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95638

Here is an input from Business Wire.com << April 07, 2004 09:00 AM US Eastern Timezone Zacks Buy List Highlights: Nordstrom, Valero Energy, Amazon.com, and Teradyne CHICAGO--(BUSINESS WIRE)--April 7, 2004--Zacks.com releases another list of stocks that are currently members of the coveted Zacks #1 Ranked list which has produced an average annual return of +33.7% since inception in 1988 and has gained +100.3% since January 2000 when the market was in the grips of the worst bear market in 60 years. Among the #1 ranked stocks today we highlight the following companies: Nordstrom, Inc. (NYSE:JWN) and Valero Energy Corporation (NYSE:VLO). Further they announced #2 Rankings (Buy) on two other widely held stocks: Amazon.com (NASDAQ:AMZN) and Teradyne (NYSE:TER). To see the full Zacks #1 Ranked list or the rank for any other stock then visit: at.zacks.com [snip] <<Teradyne (NYSE:TER) is the world's largest supplier of Automatic Test Equipment, and a leading supplier of interconnection systems. The company's products deliver competitive advantage to the world's leading semiconductor, electronics, automotive and network systems companies. The year 2003 ended with strong order growth for Teradyne, helping the company report fourth quarter pro forma earnings per share of 4 cents that eclipsed the breakeven expectation from the consensus. The order momentum and its cost-cutting efforts gave the company expectations for a solid profit growth in the first quarter of 2004. Now, that quarter's report is around the corner as the company will make the announcement on April 20th, and its earnings estimates for this year remain 44 cents, or about +83%, above levels from three months ago. In its fourth quarter report, Teradyne said that demand for its products is very strong and it is aggressively ramping to support its customers.>>

To: Return to Sender who wrote (14359)	4/7/2004 12:00:56 PM
From: The Ox	Read Replies (2) \| Respond to of 95638

More good news from Ixys. Their revenue ramp has been impressive. Now they need to ramp the bottom line. I would guess over the next few quarters (from here) that they will start to see yield and GM improvements. Top line growth looks nice in the headlines but the street focuses on bottom line growth. If they show better margins going forward, the stock can move into the mid to high teens, imo. I doubt it will happen over night but they could be there by the end of the year, which would make for a nice % return from the current price.