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

To: Greg Thornton who wrote (646)	1/8/1998 9:16:00 AM
From: DavidG	Respond to of 1184

Greg, Thanks for your posting on semitesting. I really found it helpful in understanding how TER fits into the process. Where do you see TER going in the next few months? The charts show it to be an extremely volatile stock lately and I am assuming it is based on the Asian problems and reported delayed orders and possible cancellations with Samsung and others. DavidG

To: Greg Thornton who wrote (646)	1/8/1998 10:38:00 AM
From: William T. Katz	Read Replies (1) \| Respond to of 1184

Thanks Greg. So getting back to AMAT "testing", I saw that they purchased companies that allow inspection at the wafer-level ... I imagine to detect any error in laying down the logic. Am I correct in thinking AMAT does testing but it constitutes more of an automated visual inspection as opposed to the functional testing which TER provides? In other words, what exactly is front-end testing since AMAT supposedly has this testing facility. -Bill

To: Greg Thornton who wrote (646)	1/8/1998 5:21:00 PM
From: D.J.Smyth	Respond to of 1184

according to Tom Neuman with Teradyne Atmel's reduction in capital spending does not affect Teradyne since Atmel is not one of Teradyne's customers. He also iterated that there is no backlog with Korea going forward into '98 and the letters of credit problem mentioned by Atmel is not currently a problem relative to Teradyne. Two orders that Samsung needed postponed were shipped to MU instead as they are eating up DRAM testers and need many more relative to current business. Also, even as AMAT stated business in Japan is expected to double in '98, Teradyne expects overal increase in testing equipment as well for the market there. AMAT employs about 2000 people in Japan directly.