LTX Corp. (LTXX) Message Board

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Technology Stocks : LTX Corp. (LTXX)

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To: Logain Ablar who wrote (1769)	11/3/1999 7:37:00 PM
From: Duane L. Olson	Read Replies (1) of 2126

Tim... Really useful rundown on the stats there...Thanks once more! As for the stocks that are going to run, I think I'll favor the smaller cap version of hot growth. Don't you think the valuations for companies like CSCO have really gotten out of line? My preference is more for the stocks like CYMI and VECO, where I can see the earnings growing to "fit" the increasing prices. Could add DPMI, ETEC, etc, where there still seems to be some value. Interestingly, there are some small cap mutual funds with gains in the past 52 weeks of 100 percent to over 200 percent --- so "somebody" is finding the movers in the smaller stocks. VanWagoner has several funds that fill the bill. Meanwhile, for small stocks, it would be hard to fault LTXX for 52-week performance, no? Thanks again for the excellent analysis, and for the insightful comments.. tso

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