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George Putnam made his readers 241% on Flextronics, 223% on Teradyne and 87% on U.S. Airways.
FORBES: Watching AONE For A Bottom
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Five of those are the semiconductor companies, the four mentioned above plus Teradyne.
FORBES: The Right Way to Measure Performance
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In semiconductors, where Agilent competes with Teradyne (nyse: TER - news - people ), among others, "you'll see more emerging competitors, " he says.
FORBES: Agilent Settles Down For A Change
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The majority of analysts (63.6%) rate Teradyne as a buy.
FORBES: Earnings Preview: Teradyne
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The majority of analysts (66.7%) rate Teradyne as a buy.
FORBES: Earnings Preview: Teradyne
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Since large capital equipment purchases tends to lead product demand, that means we may see an uptick in sales of HDD equipment for such companies as Intevac, ISI, Teradyne, Veeco and possibly Xyratex in 2012.
FORBES: More Storage Means More Disks
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Replacement and repair of this equipment should provide at least a short term revenue opportunity for companies such as KLA-Tencor, Flexstar, Teradyne and Xyratex as well as a host of other component and hard disk drive assembly and test equipment companies .
FORBES: Capital Equipment Likely Needed for Thailand HDD Factory Repairs