Daaan, Excuse my delay in reply...was indisposed. Good observation about the fears on rate increase. It turned into the excuse for a good rally. And perhaps that is happening again. Good thinking!
The LTXX stockholder base, as I recall, actually includes quite a few funds, surprisingly. Because I bought quite a bit of LTXX coming off the Oct lows, I'm one of those folks who have such strong gains in a relatively short period, that we could consider selling. But I'm not-- Maybe I'm naive, but it seems that the trend to smaller chip line widths, which LTXX is riding, is just getting underway. System on a Chip is not just LSI's slogan anymore -- everybody is headed that direction, and they need good testers...as best I can understand, LTXX' testers are the current head of the pack. So if the trend continues, so does LTXX, right?
Simplistic, perhaps, but not unduly optimistic, wouldn't you agree?
tso |
