Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: The Joker who wrote (1435)	3/4/1999 1:38:00 PM
From: Greg Thornton	Respond to of 2126

Joker, Every dog has its day... Greg

To: The Joker who wrote (1435)	3/4/1999 7:10:00 PM
From: M. Frank Greiffenstein	Respond to of 2126

Nice post... TJ, thanks for the heads up. I have been frustrated in my attempts to get a professional inside view of LTX technology from somebody who knows about semiconductor equipment manufacturing. I think "system on a chip" is the future of motherboards, so it is logical to seek out companies whose products address this type of chip. BUt I have been unable to find decent commentary on how good LTX product is. I take it you are not putting any money into this stock? DocStone

To: The Joker who wrote (1435)	3/5/1999 10:26:00 AM
From: Rob-Chemist	Read Replies (3) \| Respond to of 2126

I appreciate reading views that are contrary to my own with respect to a company, and found your post rather thought provoking. There are two issues you raised that do not seem to fit the most recent press release. First, LTXX only has a small amount of debt (12M). Second, their book to bill was substantially >1, suggesting that a number of people are buying their machines. In addition, their most recent quarter looked a lot better than CMOS's. I would appreciate your comments on these issues. Thanks.