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

To: Duane L. Olson who wrote (1894)	12/27/1999 4:24:00 PM
From: Logain Ablar	Read Replies (1) \| Respond to of 2126

Duane: Thanks for the wishes. Looks like I'm missing this rally. Nice quick move by LTXX after the upgrade. I've stepped aside from my soxx investments for about the last six weeks (was able to ride the naz on other investments) and have really been cautious for the past two weeks (no margin). I keep raising cash from fear of a selloff (this ride has been too good to be true) but have keep re deploying due to opportunities (EGRP today, looks good for a tax buying opportunity over the next two weeks). Greed has started to prevail too much and I'm just going to raise a little more cash (OBAS and WIND if they hit my stops and VLNC and QWST if they hit my targets (jan calls with time premiums are gone next week at the latest) and watch what happens. I'll let the P&F indicators guide my overall strategy. Tim

To: Duane L. Olson who wrote (1894)	12/28/1999 3:26:00 PM
From: John Miz	Read Replies (1) \| Respond to of 2126

NEW YORK, Dec 28 (Reuters) - Lehman Brothers said Tuesday it raised its estimates for 1999 worldwide semiconductor capital spending growth to 24 percent from 21 percent to 22 percent and sees growth of 25 percent for 2000. The survey tracks most major semiconductor companies in the world, including Intel Corp. , Motorola Inc. , Advanced Micro Devices Inc. , Toshiba Corp and STMicroelectronics NV , said Ed White, semiconductor equipment analyst at Lehman. "We project worldwide capital spending for the companies we survey at $29.4 billion, up from 1998's $23.6 billion, and up from our previous estimate of $28.5 billion. The revision is largely due to higher estimates for the U.S. and Asia," the Lehman note states. "Those are pretty firm numbers," White said. The 25 percent rate for 2000 is expected to get a boost from increased spending in the United States and Japan, White said. The survey includes all capital spending for the company, including semiconductor equipment as well as bricks and mortar projects.