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Strategies & Market Trends : Technical analysis for shorts & longs

SPY 683.47

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Nov 28 4:00 PM EST

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To: Johnny Canuck who wrote (23529)	9/9/1999 7:59:00 AM
From: Logain Ablar	Read Replies (1) of 68396

Hi Harry: On LTXX. Their new Fusion product is gaining acceptance with some of the large IC manufacturers (TI, the old Siemans). They bet the farm with this product (why you could buy the stock for $1 last year) but earned 5 cents last quarter with record bookings ($75 millionish in bookings, not sales although we may see that announced today). Most of the analysts have been underestimating the semi equipemnt testers and they've been conservative with LTXX. LTXX has been conservative with guidance due to the closing of orders (estimates range from $50 to $100 million this quarter all due to timing). The company was started by ex TER employees and they compete with TER but are ahead technically with the Fusion (for digital) product. TER will catch up. I've over weighted my portfolio and chased LTXX since it was $10.5 4 weeks ago. With CMOS (Creedence) earning 11 cents (excluding 2 cent gain on retirement of pfd's) and trading @ $45, LTXX seems undervalued (of course one could also say CMOS is over valued <g>). Depending on their announcement today we can still have a good run. Tim

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