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Technology Stocks : Teradyne -- Ignore unavailable to you. Want to Upgrade?

To: James Knight who wrote (600)	11/28/1997 3:32:00 AM
From: HerbertOtto	Respond to of 1184

This may not do much for us but allow venting. But I share your frustrations (rage?). Perhaps shareholders can get a movement going whereby analysts salaries are tied to the performance of their recommendations. Buy at 55 and Sell at 35 would get the analyst a 36% pay cut. For now, just look at these analysts as contrary opinion indicators - similar to the Bull/Bear Survey. On your Samsung comments - After the devaluations, there will be a capital boom in Asia. They will have a teriffic cost advantage. I think the good SemiEqpt companies will prosper more than heretofore imagined. The $64K question is - when will the devaluations end? Or at least - this round? Good luck! Herbert

To: James Knight who wrote (600)	11/28/1997 12:00:00 PM
From: Henry Muller	Respond to of 1184

James, I am bleeding too, but why blame the analysts. News stories report the news, people (buyers/sellers)interpret the news. The people and institutions who buy and sell stocks are the problem/cause of the condition. Thats what makes it a market, and why it is inefficient. Human response and the resulting inventions (i.e. program trading, technical analysis) often overcomes fundamental realities and provides great buying opportunities. The last analyst comment that I saw on the news was the Josephthal Lyon upgrade to BUY on 11/17/97. Certainly not a negative comment. Stay long on Teradyne, because the fundamentals are still improving and you will be rewarded. Regards, Henry