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Non-Tech : The Official Guide To GOOFS

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To: Michael Sphar who wrote (3376)	6/18/2001 3:17:38 AM
From: Don Lloyd	Read Replies (1) of 3539

Michael - I sympathize with your curiosity but mentioning the unmentionable would be like, well, fathoming the unfathomable, or climbing the unscalable, swimming the unswimmable, enduring the unendurable, I'm sure you get my drift. Perhaps we could discuss some aspects of this in stages? Like how the heck did you find your way to this particular backwater locale? I don't recall you being a goofi affectionato in the past...Perhaps its just random chance? Or are you the SEC? Not too paranoid, really. A little enlightenment in this way may lead to other avenues regarding your interest. Message 15956109 Above reference was path to enlightenment. ...The hollowing out of tech margins will continue. That's why I see the fringe chip makers the only safe play. Those companies that sell in the mile wide one foot deep market space like the analog houses. LLTC, MXIM and the unmentionable one.... I am quite familiar with LLTC and pre-DS MXIM, and your implication that margins there are safe rings true as long as there aren't too many more shoes to drop. The premium valuations, however, still remain vulnerable. My curiosity is about what other company you are able to assign to the same class. Regards, Don

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