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Technology Stocks : LTX Corp. (LTXX)

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To: Greg Thornton who wrote (1327)8/5/1998 12:55:00 PM
From: ATELifer  Read Replies (1) of 2126
 
Greg,
Over 25 years in ATE. Many of those at LTX.
After many years I've finally come to the conclusion that
having the best technology is only a small part of the total
solution and those ATE companies that can provide the total
solution that will prosper in the long run. I'm not convinced LTX
knows how to leverage their technology advantages into profits.
After yesterday's bloodbath I'm certain they don't know how.
The funny thing is that I've never lost any money trading LTX stock.
Question is how low will it go before it starts back up again. I'm
thinking we see some 2's coming soon.
My question was with regard to the timing tradeoffs on the Teradyne
Catalyst not the Fusion. Maybe Mike can answer this.
-AL
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