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To: SJS who wrote (8327)4/21/1999 10:35:00 PM
From: Alski  Read Replies (1) | Respond to of 14427
 
S,
Geez, sure wish I'd been able to play today. Both CTSI and LTXX had respectable gains and they were on my list. I was hoping LTXX might come back a bit so's I wouldn't be tempted to chase it, but I suppose a big plug on CNBC cuts my chances of that some.

I thought you might know something about LTXX since it's a semi test equipment maker. I don't know much about them, but their chart was looking pretty good and their "Fusion" product sounds pretty interesting. They're touting it as: "the only semiconductor test solution for testing the full spectrum of system-on-a-chip, mixed-signal, digital and analog integrated circuits." You don't suppose there's much chance that's actually true, do you?

Fusion HF, configurable with up to 1,024 500MHz I/O digital channels, offers a comprehensive system-on-a-chip solution with the best digital VLSI, embedded memory, and mixed signal test capability in one platform. Its suite of instruments provides enabling test technology for the advanced functions being embedded in system-on-a-chip devices. With its ability to test the complete spectrum of semiconductors, Fusion also significantly improves tester utilization. Fusion is powered by enVision++, a revolutionary new programming environment that combines reusable, object-oriented digital programming with highly flexible mixed signal test development.

That's a pretty good story if it's not just a bunch of marketing hyperbole. There's a couple other models in their Fusion line too. No single customer accounted for 10% or more of net sales in 98. I can't seem to put my mouse on it right now, but I think I saw a customer list that had most of the big fab houses on it.

Guess I'll have to do some more research. Let me know if you uncover anything interesting.

Alski