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

To: Rob-Chemist who wrote (1438)	3/5/1999 6:29:00 PM
From: Greg Thornton	Respond to of 2126

Rob-Chemist, Do you remember this guy's posts from way back? I think we figured out that he is a disgruntled ex-Trillium employee. Consider the name he goes by here! Greg

To: Rob-Chemist who wrote (1438)	3/9/1999 4:58:00 PM
From: Duane L. Olson	Read Replies (1) \| Respond to of 2126

Rob, Can't offer any contrary views, but I do appreciate yours.. ..thanks. LTXX finished a bit weaker than I expected, but the trend looks good: beta.iqc.com dlo

To: Rob-Chemist who wrote (1438)	3/11/1999 9:23:00 PM
From: The Joker	Respond to of 2126

In response to your reply: CMOS is also having problems, that is no secret. The point I was trying to make is that over the past several years CMOS was getting a lot of business at the expense of LTX because the Delta could not compete on a cost/performance basis. However, there are enough of these type of machines in the world to test the current generation of IC's. The market is simply saturated. That is why CMOS is struggling and also partly true for LTX, but LTX's problems run more deep. LTX,CMOS, and TER are all working hard to get the next generation tester to market. Fusion will have success in that it will keep LTX in business but it will not take over the market like the geeks at LTX predict. TER will come out with a better machine and will manage to make higher profit margins. The book to bill ratio can be very deceiving. LTX was hardly shipping anything for a couple quarters. All of a sudden companies ordered some machines, so at least for this past quarter the book to bill looked good and it will probably stay that way for the rest of the year if the semiconductor industry remains healthy. The problem is that even if LTX gets business they can not translate it to earnings. If you look at the yahoo research page for LTX you will see that the earnings growth for the past 5 years has been -225%. That is simply horrible. At this point I would hold on to the stock for 7 to 8 and sell. I would not buy it again until the next downturn and buy it around 2. This stock has been doing this for ten years now along with other stocks in this industry.