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

To: Douglas V. Fant who wrote (808)8/19/1998 9:06:00 PM
From: Dave Johnson  Read Replies (1) | Respond to of 1184
 
My guess is about 40%. That would be the backplane business not related to the Semiconductor Tester Business. That business has consistent growth and has customers like Lucent, Ascend, Tandem and
Cisco systems. Business is good but the Freezing effect of the
tester business has ruined the bottom line. And that business will
be another year in improving. It is still getting worse.



To: Douglas V. Fant who wrote (808)8/25/1998 5:18:00 PM
From: Henry D  Read Replies (2) | Respond to of 1184
 
Doug,

I think TER sells at a bigger discount than KLAC and AMAT b/c of its market cap. Check out COHU and other small caps, they sell at even a bigger discount compared to the big gorillas.

anybody here uses Technical Analysis?


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