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

To: robert b furman who wrote (2067)	1/11/2001 1:02:39 PM
From: Robert	Read Replies (1) \| Respond to of 2126

It pays to have a basket of stocks...I now own LTXX, AMKR and CMOS. As I have noted in a number of posts, LTXX seems to underperform when the market moves to the upside, but follows it down in tandem...I don't know why. However, my investment spread is paying off, as I have a 40 percent move in CMOS, but am still treading water on LTXX. I have heard that AMKR is not affected by market conditions the way other semis are. I presume this applies to LTXX as well? Robert

To: robert b furman who wrote (2067)	1/11/2001 8:56:32 PM
From: Duane L. Olson	Read Replies (1) \| Respond to of 2126

Heheheh.... Well, LTXX is well on the way to that "2-bagger" status again (remember it's a 16-bagger from the fall '98 low).... As a side note, we already have a "2-bagger" in ELNT, from 22 to 44+.... siliconinvestor.com There must be a few more around. Semi, and semi capital equipment seem to be fairly good plays, although I would consider this contra-trend upside move a rally in a bear market until I know different. I'm planning for a retest of lows by many stocks before we are back on safe ground.. Are you feeling that way also? tso