SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?


To: Johnny Canuck who wrote (23529)9/8/1999 5:09:00 AM
From: Johnny Canuck  Respond to of 68388
 
-----Stocks Above Moving Average-----
Market Momentum Up Unch Down 20-Day 50-Day 100-Day 150-Day 200-Day

Today +0.25% 2116 633 2290 51.16% 38.72% 43.66% 49.53% 49.34%
Yesterday +1.40% 3379 587 1055 51.66% 38.50% 43.94% 49.45% 49.33%
5-Days Ago -0.83% 1374 630 2992 39.99% 32.65% 40.75% 47.18% 47.02%
20-Days Ago -0.35% 1778 644 2524 22.93% 34.07% 46.68% 48.85% 49.80%


www2.barchart.com



To: Johnny Canuck who wrote (23529)9/9/1999 7:59:00 AM
From: Logain Ablar  Read Replies (1) | Respond to of 68388
 
Hi Harry:

On LTXX. Their new Fusion product is gaining acceptance with some of the large IC manufacturers (TI, the old Siemans). They bet the farm with this product (why you could buy the stock for $1 last year) but earned 5 cents last quarter with record bookings ($75 millionish in bookings, not sales although we may see that announced today).

Most of the analysts have been underestimating the semi equipemnt testers and they've been conservative with LTXX. LTXX has been conservative with guidance due to the closing of orders (estimates range from $50 to $100 million this quarter all due to timing).

The company was started by ex TER employees and they compete with TER but are ahead technically with the Fusion (for digital) product. TER will catch up.

I've over weighted my portfolio and chased LTXX since it was $10.5 4 weeks ago. With CMOS (Creedence) earning 11 cents (excluding 2 cent gain on retirement of pfd's) and trading @ $45, LTXX seems undervalued (of course one could also say CMOS is over valued <g>).

Depending on their announcement today we can still have a good run.

Tim