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

To: ATELifer who wrote (1306)	7/25/1998 12:11:00 AM
From: Yakov Lurye	Read Replies (1) \| Respond to of 2126

ATElifer, thanks for your insights. Couple of questions 1) When did LTX announce that SPIL and ASE are interested in Fusion? I saw press releases for the rest on your list (except Hyundai) 2) Is TDFX product unique in terms of testing requirements, or typical of the coming 2D/3D video cards - this seems to be a growing market? Nvidia, SIII, Matrox etc - all claim to have products competing with TDFX. And slightly off topic - what do you think of TDFX future? 3) Any chance that backlog status of GaAs manufacturers (e.g., Vitesse) can be used as a lead indicator for ATE market? TIA, Y.

To: ATELifer who wrote (1306)	7/25/1998 6:50:00 PM
From: jeffbas	Read Replies (1) \| Respond to of 2126

I am impressed with your knowledge. What odds would you give that Fusion will be a sufficient market success to justify the current price or a higher one? A general question. Do you know roughly what percent of ATE company revenues typically come from existing fabs versus new fabs?

To: ATELifer who wrote (1306)	7/30/1998 1:53:00 AM
From: Greg Thornton	Read Replies (1) \| Respond to of 2126

Lifer, As you probably know, there is no such thing as a new customer in mixed signal ATE, only old ones that either stick with you or come back after buying from competitors, either because of bad experiences or because the competition doesn't have what the customer needs! Any new customers in this business are typically spin-offs from old customers, with the decision makers already aligned with an ATE vendor based on previous experiences. Anyway, it is not important who is ordering Fusion as long as LTX ships what they want and the customers are happy and able to pay! Greg