Opinions
David Fingold
Keysight Technologies Inc.
KEYS-N
TOP PICK
Oct 24, 2017
$42.990
Stock price when the opinion was issued
0
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COMMENT
5G testing instruments. He has bought aggressively in the past but doesn't own now. The company has had a great five year run and he still likes the management and products. However he feels there are better opportunities in the semi-conductor space such as KLA, LAM, Tokyo Electron. He referred both to testing and research in his comments.
Makes electronic test equipment. This is Hewlett-Packard, but without the printers, medical equipment or computers. It’s the business Hewlett-Packard founded in their garage back in the 1930s, which really invented the whole category of electronic tests. This is a good opportunity and timely because 5G wireless is coming. If you want to develop and deploy 5G wireless, you need to deal with one of a small group of companies, Tektronix, Roddy and Schwartz and Ritzy (?), but he likes Keysight the best. They have a significant defence segment, and thinks it can be a higher component of their revenues. They are better at detecting RF (radio frequency) emissions than anyone else, and have their own semiconductor foundry where they make the chips. (Analysts’ price target is $50.)