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


To: Rob-Chemist who wrote (1270)6/9/1998 3:56:00 PM
From: Norrin Radd  Respond to of 2126
 
I think long term, LTXX is a good value in this area. I bought some a couple days ago. Short term is anybody's guess....



To: Rob-Chemist who wrote (1270)6/9/1998 8:55:00 PM
From: jeffbas  Read Replies (1) | Respond to of 2126
 
My opinion is that all four scenarios are applicable!

Things ARE really bad in the rest of the company; just look at last quarter's results. Fusion is probably exploding in terms of sales,
but from a base of zero. This Fusion progress certainly makes them a more attractive acquisition. Finally, these press releases are more fun to write than the last quarter's earnings release.

Philips is an existing customer. In my opinion, the bell will ring to buy the stock when they sell multiple Fusion systems to a large player who is NOT a current customer. That would be the key endorsement meaning increased market share. (However, I would not mind if Intel were to buy a bunch <ggg>.)