Micrel (MCRL) Message Board

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Technology Stocks : Micrel (MCRL)

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To: JakeStraw who wrote (238)	9/20/2002 1:21:46 AM
From: not925	Read Replies (3) of 268

Questions: Is MCRL a good business or is it a not so good business? Why did MCRL's gross margin collapse over the past 8 quarters? Another why of asking the question: Why didn't LLTC's gross margin collapse over the past 8 quarters? Why is MCRL's fixed cost so high compared to LLTC? Also, LLTC cut its SG&A aggressively over the past 8 quarters while MCRL's SG&A actually went UP! What's the CEO thinking (not cutting cost!)? Those things bother me. On a related subject ... the semi market feels like it's finally melting down. We can't see it clearly in the averages (because its market-cap weighted), but small/medium size stocks are in the process of melting down regardless of price (such as MCRL). In the short term perhaps the most important factor is money-flow. Money-flow into (tech/growth) mutual funds has halted (in fact reversed), these managers don't hold cash so they have no choice as stocks (such as MCRL) trend down. The next few days/weeks will be very interesting.

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