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

To: Sam who wrote (40636)	10/7/2008 3:50:40 PM
From: michael97123	Respond to of 95617

at zero maybe?? (g)

To: Sam who wrote (40636)	10/7/2008 4:26:18 PM
From: Return to Sender	2 Recommendations Respond to of 95617

We are in a bear market. Rationalizing stock prices as if 5, 10 or 12 year lows are specific to an individual stock can be done. But it is nearly pointless. The market is slamming almost every sector leader not just stocks like TER. You can say it is the sector but it is not. This is a bear market. At some point almost any company stock that does not go bankrupt will be a buy. The only sector of the market showing any resilience here is consumer staples. You cannot buy any stock now, in any sector, without the understanding that you do not make that buy with margin because you could lose everything (You Could Get a Margin Call that ends up Costing More Than Just Money!). Even staying off margin you could lose a great deal of paper capital waiting for the market to return to bull market status. In the meantime we will get some sharp rallies with huge percentage gains in a short period of time possible but they may (will) not last long until we end the bear. Buying TER now might be a great idea. Just don't use margin. Be willing to average down and understand that it is possible that the stock may end up worth even less than it is now at least for a while. Pretty much like every stock I have bought and failed to sell in the last year. RtS

To: Sam who wrote (40636)	10/7/2008 4:56:43 PM
From: Donald Wennerstrom	2 Recommendations Read Replies (1) \| Respond to of 95617

There are several other stocks in the Group that are reaching very long term lows. The table below is updated from one published a few days ago Out of the 19 stocks shown, 8 stocks closed today at prices below the bottom set in 1998. FSII and PLAB are down 88 and 83 percent from their lows of Oct 98. TER's closing price today is 21 percent lower than set in 98.

To: Sam who wrote (40636)	10/7/2008 4:57:36 PM
From: EACarl	2 Recommendations Read Replies (1) \| Respond to of 95617

RE "TER at a 12 year low" I've looked at TER too, But.......They are buying EGLT for CASH. biz.yahoo.com The net cash out (as the story mentions) is about $250 million from TER which is a vast majority of TER's cash. That leaves TER with pennies per share in cash. I'm not touching it with a ten foot pole. Safer plays out there. ___________________________________________________ Tomorrow LTXX/CMOS = LTXC is having a conference call to discuss how their merger integration is going. Should give us some insight as to how difficult a merger is right when revenues and bookings are sinking combined with integration expenses. I remember well the infamous MTSN "power of 3" merger which almost killed them last big downturn and ran Brad Mattson out of the company that bears his name.

To: Sam who wrote (40636)	10/7/2008 7:19:03 PM
From: Cary Salsberg	2 Recommendations Read Replies (1) \| Respond to of 95617

RE: "...fundamentally wrong..." TER is a chip testing company. What is "fundamentally wrong" with chip testing companies comes under the rubric "cost of test". Moore's Law shrinks chips and the result is higher capability and lower cost per chip. This has been progressing for many years, now. Cheaper chips require lower unit costs of testing even though the chips are more complex and more powerful. The testing companies don't have the benefit of Moore's Law, but they must continually lower "cost of test". This is a recipe for lower margins and lower profitability.