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Technology Stocks : LTX Corp. (LTXX) -- Ignore unavailable to you. Want to Upgrade?

To: John Miz who wrote (1689)	8/1/1999 8:39:00 PM
From: Raptech	Read Replies (1) \| Respond to of 2126

John, I ask this politely, what would be the advantage of having orders in from 11 down to 8, unless you think the market on this is going to move very fast. It is so quick and easy to enter an order today why enter more than a day order, unless you are our of reach for a day or longer. I would prefer to respond to each days news and activity as it happens. Rap

To: John Miz who wrote (1689)	8/1/1999 11:50:00 PM
From: Duane L. Olson	Read Replies (2) \| Respond to of 2126

John, to be honest, I gave in and bought 500 more at the opening Friday, after I said I wouldn't pay more than 12 (My last previous buy was at 11 1/8). The chart action was just turning too positive to resist. At the time, the new upgrade was unknown, but it appears someone knew about it, as there was strength in LTXX that the rest of the market wasn't enjoying... Next question... No, for the moment, I don't see LTXX retracing to 12..not unless it were to join the entire market in a downturn. (which I don't see). To some extent,however, we are running a little in the dark as regards current operations... But,on the other hand, we do know about that VERY positive recommendation that you turned up before -- which stated that the order backlog was full through Oct... now we get another upgrade. That tells me that "somebody" is staying in touch with current operations, and they are very positve. On balance, my thought is that the risk/reward ration is decidedly in our favor. Another point: slightly longer term, the complexity of the silicon is becoming a potentially very large problem for the fabs -- they have to move product, and they can't move product which they can't verify. As I understand the testing situation, LTXX has a significant step ahead of the crowd with it's Fusion. With visions of sugar plums dancing in my head, I see LTXX holding the currrent advantage for 6 months to a year.....a time frame which will allow them to get with customers and upgrade to a new gen Fusion within 18 months to 2 years, just in time to catch the bulk of the move to .13 micron design widths.. If they can hold any significant part of their current advantage, building on present strengths, we could have something like a 3-year run of great performance out of LTXX... At least that's the hope.. tso

To: John Miz who wrote (1689)	8/2/1999 12:43:00 AM
From: Duane L. Olson	Read Replies (1) \| Respond to of 2126

Adding to the complexity of forthcoming chips, LSI announces embedded FPGA. Message 10705251 If that is an example of what will be coming in the industry -- as well as the moves to .18 micron (and soon .13 micron) design widths...well, it has to be a boost for test equipment demand. And preferably for SOC ATE such as the LTXX fusion. Watching the "System on a Chip" Company, LSI, makes it easier to formulate ones theories on LTXX, seems to me... tso