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Politics : High Tolerance Plasticity
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To: Gottfried who wrote (3503)4/18/2001 2:57:48 PM
From: energyplay  Read Replies (1) of 23153
 
LLTC - I listened to about 1/2 their conf. call

this morning. They are in much better shape thatn 90% of the other semi companies, expect revenue and profits to be down 20-30% next quarter. Lead times now 4 weeks. Networking way down, PC not as much.

Conference call is still on the web for a few days.

They evidently manged double ordering okay. I get the feeling some other semi companies didn't...
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