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Technology Stocks : LTX Corp. (LTXX)

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To: Greg Thornton who wrote (1310)8/3/1998 3:11:00 PM
From: ATELifer  Read Replies (1) of 2126
 
Greg,
You are right but what is always important is gaining marketshare and
making margin on the products you sell. In order to gain marketshare
LTX needs to take customers away from Teradyne, HP, Advantest, and Credence.
Unfortunately, Teradyne is fairly entrenched in the mixed-signal
market and I don't see anyone cancelling their Catalyst orders to
go buy Fusions instead.

I agree that LTX needs to start shipping in volume to those customers
who've already committed to Fusion. The happiness part comes later,
and the payment part even later still. If they've got a winner you'll
hear it from the customers first, especially if they're able to
deliver on all the promises of Fusion. We'll see...
-AL
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