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

To: John Miz who wrote (1530)	6/1/1999 1:03:00 PM
From: HerbVic	Read Replies (2) \| Respond to of 2126

Thread. FWIW, Check out: iioftheyear.etrade.com The I.I. of the Year Challenge for this month shows LTXX at #3 in the top ten widely held. HerbVic

To: John Miz who wrote (1530)	6/6/1999 11:00:00 PM
From: Duane L. Olson	Respond to of 2126

John....cheez...just getting back on board LTXX thread here.... I was unaware of Needham's (most pleasant) comments. I knew things were going fairly well for LTXX....but that sounds like a barn burner!! We appreciate your post!! tso

To: John Miz who wrote (1530)	6/9/1999 2:50:00 AM
From: Duane L. Olson	Respond to of 2126

To: John Miz who wrote (1530)	6/9/1999 2:51:00 AM
From: Duane L. Olson	Respond to of 2126

FUSION product gaining acceptance and COMPANY now trying to match production ramp to demand" Reposting John's quote from Needham, for those who didn't see the original: Message 9875660 Thanks again, John TSO

To: John Miz who wrote (1530)	6/11/1999 2:45:00 AM
From: Duane L. Olson	Read Replies (2) \| Respond to of 2126

John, From Individual Investor, I should have posted "the rest of the story". Four major designer wins And Gruntal's analyst raised next year's earnings projections by 50%. At $.60/share, and a PE of, say 30....hmmm do we go for an interim target of 18?.... Here's the article: LTX Delivers a Solid Q2 (5/31) Individual Investor Online Analysis Last week, LTX posted strong second quarter results that indicate that a rebound for its gear is well underway. Earnings of $0.05 a share came in ahead of expectations for a slight loss. That marks the second straight profitable quarter, after three quarters in which the semiconductor equipment maker lost money. Sales of $43.2 million were up strongly on a sequential basis, but roughly 20% lower than year earlier levels. More importantly, orders are surging, indicating that the quarters to come should be quite robust. Quarterly orders improved to $75 million, almost double the $38 million reported in the previous quarter. Book-to-bill came in at an eye-popping 1.80. The challenge for LTX is to ramp up its operations to meet the demand on a timely basis. The company hasn't shipped more than $55 million worth of goods since the April 1996 quarter. The growth in orders was fueled by four major designer wins, according to Gruntal's Mona Eraiba. Only Texas Instruments (NYSE:TXN - Quotes, News, Boards) has been revealed as one of those four thus far. Eraiba was quick to boot her sales and earnings forecasts for LTX. For Fiscal (July) 2000, she now thinks the company can earn $0.60 a share, 50% higher than her previous take. And as the shares are now approaching her 12 month price target of $9, she has raised that outlook to $12. Further price gains for LTX will be subject to dualing perspectives. On the negative side, many investors remain convinced that the rebound in chip equipment stocks is unsustainable as Asian economies remain weak. But bullish investors cite ever-expanding book-to-bill ratios for firms such as LTX and industry leader Applied Materials (NASDAQ:AMAT - Quotes, News, Boards). We share the latter sentiment.