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Technology Stocks : LTX Corp. (LTXX)
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To: robert b furman who wrote (2110)11/21/2002 9:35:08 AM
From: Christopher Brainard  Read Replies (1) of 2126
 
Hi Bob,

This early morning trade caught my eye too. With the big move up in TER yesterday, looks like the big boys are heading back into our sand box! My guess is that the LTXX trade was an aggressive buyer taking out an existing seller. A break above $8 this morning would confirm this thought. I hope so as I own a boat load of this stock.

I finally bought back some of my COHU yesterday. I have not maximized my position as I had hoped. Sold everything months ago at $17 and planned to "load the truck" at $10. Be damned if my plan did not play out exactly as hoped. The only problem was I got scared that $10 would turn into $8 so I did not pull the trigger. Then on the way back up a great purchase at $12 was sold a few days later at $12.50 when some less than positive news hit the sector. But the market continues to shake off the negative news and continues to work higher. Time to be in these stocks and I hope to buy more COHU on any pullbacks. But even if I miss the COHU play, positions in INTT and LTXX will be my cash in stocks for later in 2003-2004. I have learned a lot about investing/trading these stocks this cycle.

I am watching KVHI like a hawk, but think I will get a better buying opportunity if I wait a little longer to buy. It looks like they have turned to corner into profitability and sooner or later the $8 level in the stock price will be taken out. I can not believe you own 100,000 shares of that stock.

Take care my friend.

Chris
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