Right on! These creeps constantly scream for the firing of officers but never say how. XCRA looks like it's heading back to 6 or 7, as people who swallowed the hype about acquisitions realize that high-tech acquisitions are usually losers. Ask H-P.
TER has acted miserably for a long time. Compared with AMAT, KLAC, and others in semi equipment biz it's dreadful. Either the Company is in a tailspin or they're not communicating their strengths to analysts. Other tech stocks are getting creamed too, but still, TER is a laggard.
Sayeth the fellow who a week ago called sellers and shorters "dummies."
There are two kinds of buyers supporting this stock; (1) people who are sure they know something no one else knows, and (2) underwriters, who are keeping the stock at or above the offering price. We'll see how long this lasts.
Any company in this business that gives "guidance" is nuts. Let the analysts do their own work. They're have all the data, and they're smart enough to develop estimates for the next quarter without hand-holding.
I take my data from the Advantest SEC reports, not from Yahoo. To say that TER has double the STE sales of ATE is pure nonsense. Advantest is far larger than TER in both memory and non-memory test.
According to ATE data, it has about 50% of the non-memory test market, post Verigy. Only 17% of its STE sales are memory test. TER is a distant second, XCRA a more distant third.
1. The business is semi test. Not fixturing, not board test, but semi test. And in that business, XCRA is a distant 3d.
2. The 800-pound gorilla in semi test is not Teradyne, but Advantest, which has a lousy stock but great products.
3. "When all else fails, try acquisitions" is not a strategy. In this case, it just siphons off talent and resources from the main business.
It looks like some people are getting wise. The stock is still overpriced.
Still no numbers, just puff. Market shares of ATE, TER, LTXC? I believe that ATE has over half the STE market and TER most of the rest. LTXC is a distant third. Do you have different data?