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Technology Stocks : Linear Technology Corporation

LLTC 65.00

0.0%

Mar 20 5:00 PM EST

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To: Gottfried who wrote (245)	4/17/1997 1:33:00 PM
From: victor fleury	of 754

Gottfried, the reason I'm optimistic on LLTC is that the CEO's forward looking comments virtually predicted continued growth for the near term. I have come to trust Bob Swanson. Most analog semiconductor companies have been predicting a turnaround in the "inventory correction" we've been experiencing. It seems that these companies are starting to deliver on that promise (LLTC, Dallas Semi, Unitrode,...). The remaining questions are: i) how much growth will we actually have, ii) what valuation the street will give to LLTC. The all important analyst conference is tonight. Lets see what happens. P.S. Predicting short term stock price movements continues to be an excercise in futility for me. victor

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