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

To: Duane L. Olson who wrote (1764)	11/6/1999 10:06:00 AM
From: John Miz	Read Replies (1) \| Respond to of 2126

LTXX looks very good here. Would love to see 25 by year end. A couple of Morgan's estimates...FY00 estimate $0.53, FY01 estimate $0.81 Still owning EGLS from around 20...Absolutely blew away earnings, Needham with a 40 dollar target...Still waiting for Lehman to upgrade. If you like cheap stocks, take a look at BBRC. Manufacturer of analog/mixed signal integrated circuits. Gruntal's near term is 45, and long term 60, undervalued relative to it's peer group. Not many values like that still out there. Also with an upside EPS surprise, and great forward looking statements. And you must be familiar with SG Cowen analyst Drew Peck. One of the most respected tech stock analysts in the business. He said this about BBRC... Short of a major economic dislocation, we see the growth in analog demand as a secular trend, with an average of more than 20% expansion for each of the next five years. This should be a focus sector for technology investors, and BBRC is among the better values in the group. We also feel that the company's relatively high exposure to the consumer sector will be an advantage during the next two years. BBRC is a Strong Buy. Good Luck. John