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Technology Stocks : LTX Corp. (LTXX)

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To: csw who wrote (1300)7/22/1998 2:07:00 PM
From: ATELifer  Read Replies (1) of 2126
 
CSW,
You're right on the money with the six month number. The key in the
next two quarters will be getting as many Fusion systems shipped
and more importantly ACCEPTED. Problem is, if they stumble here they
have nothing to fall back on. Cash flow will be a big concern during
the next 6 months. Good news is they now have two manufacturing
operations to churn out Fusion systems in Westwood and San Jose and
lots of engineers focused on making Fusion a success at the customer
sites, assuming they aren't already consumed supporting the
previous generation products, Synchro and Delta STE. A bigger problem
will be getting the support staff trained in time to support the
customers who are receiving Fusion systems. I don't see any reason
for the stock to move up during the next 6 months unless they bag
one of the big guys like Moto or TI
IMHO
ATELifer
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