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Strategies & Market Trends : The New Economy and its Winners

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To: Mark Fowler who wrote (4932)	1/18/2001 7:22:35 PM
From: Si_Detective	Read Replies (1) of 57684

Mark, look at Mxim, Lltc, they're 20 and 13% from their all time high, can you believe that? Lltc release earning thuesday, earned 114M on 258M rev., and let me quote what the ceo say; According to Robert H. Swanson, Chairman of the Board and CEO, ``Once again we had a strong financial performance. We achieved record levels of sales and profits with sales increasing 11% and profits 12% sequentially from the September quarter. Our return on sales was a record 44.4%. As with other semiconductor companies, we have seen a slowdown in net bookings from the very robust levels experienced in previous quarters. Interestingly, gross bookings in this quarter still exceeded our net billings, however cancellations of some bookings from previous quarters caused our net bookings to be slightly less than our net billings. Nevertheless our backlog continues to be strong and demand for product in the near term appears to be firm. Consequently, we currently estimate that we will grow sales and profits sequentially in the 8%-10% range for this March quarter.''

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