Don,
<< but apparent business climate since would have indicated more. >>
I don't know... LLTC is delivering what it promised it would. Their market is less sexy than i.e. broadband chips (BRCM), processors (INTC), even programmable chips, telecom chips (TXN and QCOM among others, I think)... So typical the WS-fashion of generalizing things for a whole industry is wrong in this case, IMO (Hey, I'm not saying you did :-). BTW, did LLTC ever produce a "blow-out" quarter? Kinda hard to imagine.
I think LLTC is very well positioned to take their share of business from the continuing proliferation of electronic devices of all sorts, not the least mobile phones which are still **red** hot here in Europe. If I had a Nokia, I'd open it once and see whether there are any LLTC chips in there...
Yes, the stock price is high, but LLTC is a great company. I like the latest report and their positive outlook. I'll just sit still and stay long,
Is there a conf call replay no.? Never saw any...
kind regards,
Thomas |
