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Strategies & Market Trends : Technical analysis for shorts & longs

SPY 683.47

+0.6%

Nov 28 4:00 PM EST

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To: Johnny Canuck who wrote (23601)	9/24/1999 3:49:00 PM
From: Logain Ablar	Read Replies (1) of 68426

Hi Harry: On LTXX from two weeks ago. On the fundamental front everything is positive. The earnings and margin expansion were very good and they had higher sales and profits than CMOS which is trading in the mid 40s (another tester). The secondary, lack of street recognition and managments reluctance to promote the company to the street means we won't see any explosive run ups. The stock is trading @ 21 - 22 times this years earnings (they just started this year) and they do have the next two quarters sales with their record backlog. I spoke with the CFO and they do expect to maintain a strong book to bill going forward (more in the 1.4 range, an average of the last 6 months, versus the 1.7 of the 3rd quarter or 1.25 of the 4th.) A negative on the fundamental front. The company is too product driven with the engineers and needs a good salesman to run the company. Looks like leadership will be rotating out of the semis. Ouch on RMBS and INTC. I actually like puts on AOL and CSCO here (although I haven't purchased yet). Tim

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