John, Mike & Tom's <b>Wild World of Stocks</b> Message Board

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Technology Stocks : John, Mike & Tom's Wild World of Stocks

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To: wlheatmoon who wrote (1833)	8/25/2000 5:34:06 PM
From: Logain Ablar	Read Replies (1) of 2850

This is where I get in trouble but the financial reasons on why I like LTX Corp. 1) Revenue, Earnings, EPS, Orders and margins are trending in the right direction. 2) Balance sheet is much healthier (actually after a secondary and debt conversion its quite healthy) and the only dilution going forward should be options. 3) It has nice earnings and should continue to have a solid b2b for 3 to 4 more quarters. 4) Downside next year it will not have a NOL sheltering income. I wouldn't own after year end. Still a risk but I have a 1/3 position and am looking to buy remaining position(s) on a pull back early next week (see next post on the high pole) Some of the #'s FY 2000 FY 1999 4th QTR 3rd Qtr 2nd Qtr 1st Qtr 4th QTR 3rd QTR 2nd QTR 1st QTR 4th QTR Sales 82.1 70.2 60 53.4 43.2 33.7 27 32.8 Earnings 17.5 12 6.9 4.3 1.8 1 -6.9 -73.9 EPS 0.37 0.26 0.17 0.11 0.05 0.03 -0.19 -2.09 Orders 122.1 102.8 68 67 Backlog 197.6 117 GM 48% 47% 40% 38% AR 73.7 60.1 52.6 37 37 37 26.2 DSO 82 78 80 63 78 100 88 Equity 288 59

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