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

To: Estimated Prophet who wrote (779)	7/29/1998 11:28:00 PM
From: Dave Johnson	Read Replies (1) \| Respond to of 1184

There have been a number of RIFs at Ter. The ATE business is worse than terrible. Orders are falling. The PE is not reflecting what is really going on. Use caution!!! Wait for the bottom to occur- Wait till the next quarters earnings before you make any decision.

To: Estimated Prophet who wrote (779)	7/30/1998 1:17:00 AM
From: Matt Webster	Read Replies (2) \| Respond to of 1184

Brian, I'm glad to see someone else is here. I've always thought Teradyne would be a good acquisition for KLA Tencor. They would be immediately accretive to earnings and would not dilute the share price, since TER has a lower price to earnings. I'm going to buy into TER, expecting some consolidation activity in addition to its general appeal as a value stock. If the past is any measure, you should be able to buy 10% cheaper than me, because I never catch the bottom. If we are down tomorrow, I will pick some up. Otherwise, I might wait a few more days. Matt