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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Jacob Snyder who wrote (18787)4/14/1998 6:11:00 PM
From: Teri Skogerboe  Read Replies (4) | Respond to of 70976
 
Jacob,

I was just looking at TER's earnings release from today, they didn't state a B2B number, but it looks like ~ .789. The forward looking statements, like orders going forward used to be one of the most important things. Shipments/Billings of $431.6M to Bookings/Orders of $340.6M, so BTB of ~.79.

(Some excerpts from TER's releases. This para for comparison purposes only, from the prior quarter)
BOSTON, Jan. 20 /PRNewswire/ -- Teradyne, Inc. (NYSE: TER) reported sales of $391.7 million and net income of $46.2 million ($0.54 per share) for the Fourth Quarter of 1997, reflecting a 62% increase in sales over the Fourth Quarter of 1996. Orders for the Fourth Quarter of 1997 totaled $458.2 million. For 1997, sales increased 8% over 1996, income increased 36% and orders increased 54%.

BOSTON, April 14 /PRNewswire/ -- Teradyne, Inc. (NYSE: TER) reported sales of $431.6 million and net income of $49.6 million ($0.58 per share) for the First Quarter of 1998, reflecting a 73.8% increase in sales over the First Quarter of 1997. Orders for the First Quarter of 1998 totaled $340.6 million. Q198 Orders $340.6M vs. Q497 Orders $458.2M..
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New subject...Harry Dent was on CNBC today, he has a new book, something about the booming 2000's...I just started his older book, called "The Great Boom Ahead". Anyway, today he seemed to predict Dow 35,000 (?), based in large part on the baby boomer spending/saving phenomenon. Have you given that idea much thought? Your thoughts on any of this? I had to wonder if he had lost his mind, but he looked sober -g-. If what he says is true, I suppose the course of action for me should be, Buy the S&P 500, margin out the kazoo, sit back and drink Pina Coladas for the next 20-30 years -g-. It's too easy...ts




To: Jacob Snyder who wrote (18787)4/14/1998 6:13:00 PM
From: jtechkid  Read Replies (1) | Respond to of 70976
 
teradyne eps 58cents in line -good quarter but orders are down 26% accts recievables are up 26%-inventories were up 10% sales were up only 10% does not look great-intc first time layoffs since 1980-bad quarter but considering valuation of the market not awful-should see no growth this year -stock should be up tomorrow-internet stocks short cmgi-lcos-yhoo-right now -down about 3-8% in the shorts. this speculation signal a top in the market for me.