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

To: mike cobble who wrote (1992)	8/29/2000 9:55:39 PM
From: Logain Ablar	Read Replies (1) \| Respond to of 2126

mike: All the analyst were congrats on a great quarter. FWIW Management doesn't guide the analyst by giving set #'s but the b2b of 1.4 compares to a little under 1.1 for other testers in the latest semi b2b. They are slowly winning new customers (it is never easy to displaced entrenched vendors) and the existing customers are expaning their orders (fusion cost advantage resulting in more orders from existing customers). I thought it was very positive. Lowering DSO's with goal of 60 next fiscal year. Higher inventory turns, increasing sales (strong July bookings) I've been mostly out of the stock all year (just sold again last Friday) and from a technical basis I'd expect a pull back. We can see upgrades tomorrow and the stock can be off to the races but today was a pretty hefty volumn day so I'd think the 13 day ema is in the cards @ $22ish and maybe $19 if the semi's are also pulling back. Of course I thought last qtr was great and the stock was slammed. Tim