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

To: Duane L. Olson who wrote (1760)	11/2/1999 3:09:00 PM
From: Logain Ablar	Read Replies (1) \| Respond to of 2126

Duane: Looks like you have a good list. I've been in CYMI, CAMP and LSI this year but have no positions now (much to my regret <g>). I was hoping CYMI would stay in the mid 30's for a few weeks and LSI retrace to 40ish. CAMP I can't believe has moved so fast. I thought the fundamentals were two quarters away (although that can be said for a lot of the stocks I invest in). The semis are having a good run and is probably the reason for LTXX's move today. I keep looking at some of the other testers and wonder why its not in the 30's. The main difference is street recognition not fundamentals. And the stock won't enjoy street recognition unless the company starts to publicize itself more. On a pull back I like ASYT @ $35ish, CCUR @ 10ish and ANCR @ $35ish (if ANCR pulls back). For a flyer look @ OBAS but it has a small float but good fundamentals. Its been public too soon to do a chart analysis and you can probably buy it for $6 today and $6 in 2 months. Its my long term bet (small % wise in relation to my LTXX bet). The company made more than LTXX last qtr. but is not followed by the street at all. In two quarters they'll start really kicking in revenues with agreements with HLIT (although the CUBE deal may have some impact to this) and CSCO. Tim