Linear Technology Corporation Message Board

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Technology Stocks : Linear Technology Corporation

LLTC 65.00

0.0%

Mar 20 4:00 PM EDT

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To: Thomas Haegin who wrote (689)	1/19/2000 9:06:00 PM
From: Don Lloyd	Read Replies (2) of 754

Thomas - [[...I could not listen to the conf call, but I suspect it went very well. The press release is rather bullish... at least for LLTC's normal understatement...]] Business was strong across the board, the company is completely solid financially, and is expanding capacity to track expected growth at or somewhat above historical rates. However, while the stock price may be fine on a relative basis to other stocks, there is a strong risk that yet another 50% drop from peak price will occur if the economy sees its shadow somewhere along the way. This is not really a problem for a long term holder, but I find I'd prefer some cash at that time as opposed to just riding the last of what will be my $0.80 cost basis open market stock. Note that the company has apparently refrained from any buybacks since the stock was at what will be a split-adjusted price of $14. Good Luck, Don

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