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To: Kirk © who wrote (569)8/15/2005 10:50:52 AM
From: robert b furman  Respond to of 620
 
Hi Kirk,

I've also just noticed that Ter Terradyne is doing well today also.

A combination of Ter and A ATE division would give Advantest Hevy Weight competition.

Although the sector is not on fire now - I'll not be surprised to see further consolidation do well for overall profits in a lont term view.

Much like when KLA and Tencoe joined in 98.It was a stronger company ever since and it happenened just before a very nice runup in the sector.

We have really yet to see M&A change the landscape.

This could be a sign - in the very short term.

Bob