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Teradyne Inc. Message Board

  • As_the_world_turns As_the_world_turns Feb 12, 2001 8:31 AM Flag

    MER turning positive on Semis

    US Investment Strategy
    Was the Tech Bubble and Deflation a Y2K Fluke? (Bulletin Available)
     Long-term industrial machinery capacity trends suggest to us that the worst of the
    technology investment excesses have been purged. Some portion of the excesses may
    have been caused by Y2K compliance spending.
     The relative performance of the technology sector and Nasdaq in cyclical and secular
    time horizons is linked to improving capacity growth.
     Shorter-term fluctuations in capacity growth show that improvement may have begun in
    the third quarter of 2000.
     If capacity growth has normalized, then order patterns for technology-related equipment
    should firm in the third quarter of 2001.
     Investors should accumulate shares in contract manufacturing, data storage, enterprise
    software, semis, and semi capital equipment.
    (C. Callies)

20.84-0.20(-0.95%)Aug 24 4:02 PMEDT