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Technology Stocks : Semi Equipment Analysis

SOXX 291.39

+2.8%

Nov 26 4:00 PM EST

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To: Cary Salsberg who wrote (1293)	11/26/2001 1:36:45 PM
From: Kirk ©	Read Replies (2) of 95479

Thanks Cary. That implies LLTC and MXIM have higher overheads. Does that mean that ALTR and XLNK contract out more (or all) of their chips while MXIM and LLTC do most in-house? Interesting how ALTR and XLNX have handled the slowdown. One had layoffs while the other didn't so one should have an easier time if the recovery is quick. Also explains why one is more profitable now than the other.

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