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Technology Stocks : ADI - Analog Devices vs. LLTC Linear Technology
LLTC 65.000.0%Mar 20 4:00 PM EDT
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To: Melesse Ayalew who wrote (25)12/4/1996 6:54:00 PM
From: Thomas C. White   of 39
 
Tks your post. I think NSM has pretty broad product line incl linear and many other. Also I think that only within last few weeks have linear IC's started to stretch lead times. So I doubt that it would have too much direct impact. It is probably more directly pertinent to co's with very strong linear concentration (LLTC, MXIM, ADI etc.). These companies are almost entirely in linear biz.

But in general it can't hurt.

I don't follow NSM at all so I'm not much of a source.

Good luck if you're holding --
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