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Technology Stocks : LTX Corp. (LTXX)
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To: jeffbas who wrote (1302)7/23/1998 7:43:00 PM
From: ATELifer  Read Replies (1) of 2126
 
Jeffrey,
If anyone is going to come along and save LTX's bacon, HP would make
the most sense. What's the most important thing LTX has going for it?
Their engineers. Especially in an environment where ATE and Mixed-
Signal engineers are few and far between. Installed base could be
important as well but also could be a headache with the reliability of
the current generation. TER already set the precedent with their
move on Megatest several years back.
Problem is with the poison pill put in place by the board, this may
prevent any hostile takeover attempts. I don't know but LTX may
not be looking for a savior now, but who knows 6 months from now.

LTX has always had it out for TER and this does not appear to be
changing. There is no love lost between these two
companies. LTX hasn't forgotten the beating they have taken from
TER competing against the A5 series. They want payback...
The Fusion is targeted squarely at the Catalyst and the marketplace
it serves. Unfortunately, the Catalyst is already installed now and
by the time LTX starts shipping in volume there may not be anyone
else to ship to. So then, LTX is forced to go and compete with CMOS.
OOPS, can't make any margin competing at CMOS price points.
Maybe I'm wrong, but LTX must execute PERFECTLY for the next 6 months
before we see any significant stock movement in the positive direction.

I'm looking for some more 2 point runs starting at
3 and change when Greenway Group goes in for another bite.
Where do you see the stock ending up after the Q4 results are out?
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