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Technology Stocks : LTX Corp. (LTXX)

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To: Duane L. Olson who wrote (1739)9/17/1999 11:24:00 AM
From: Logain Ablar  Read Replies (1) of 2126
 
Thread:

Spoke with the CFO yesterday (in response to an e mail I posted after earnings) and while he caught me as I was trying to prevent storm damage we did have a good conversation.

My main concern in the e mail is that I'm not seeing enough press announcing customer wins similar to TER & Creedance. My point being the good press will help with further sales plus increase the share price to help fill LTXX coffers with the stock sale.

He indicated in many cases they are not allowed to announce the name (and I pointed out Creedance where they also don't announce the name) but went on to point out the infineon win with their ties to Erricson. He was very positive on this plus the market for the system on a chip testing. He doesn't beleive the 1.7 book to bill of the 3rd quarter is sustainable and the 1.25 is more a timing issue on closing sales. He does feel the 2 quarter average is more representative of what to expect.

We didn't talk too much on the secondary (unfortunately I didn't have my questions in front of me) but all in all the conversation was positive.

Just from my memory.

Once were past option expiration today we should be in good shape.

Tim

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