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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Rashomon who wrote (7061)	11/1/2000 4:38:06 PM
From: Logain Ablar	Respond to of 30051

Rash: LTXX and I our old friends. Duane Olson brought it to my attention over a year and a half ago. Its trading lower today than a year ago and the fundamentals have changed considerably (like they now have a healthy balance sheet). As for the b2b: 1) Back end companies (testers like LTXX) had a higher b2b in August per the LTXX CEO on the cc and LTXX had a higher one still (not sure of Sept and Sept is historically a low month, always makes Oct a good month to purchase semi companies). 2) LTXX's b2b has been increasing (with record orders and record sales) while other testers like COHU & TER have been decreasing. TER is having some problems (not bad so far from an historical perspective) and that is weighing on the whole tester area (TER is the undisputed leader but they are behind Fushion). I don't have a large position. I'm waiting plus I'd have to either sell or go on margin which I'm not doing unless some market indicators change. Actually if the stock doesn't move up tomorrow I'll deploy the funds elsewhere for the short term. Good luck Tim