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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 165.05+5.9%Nov 5 3:59 PM EST
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To: Cary Salsberg who wrote (10736)11/7/2002 6:56:28 AM
From: semi2000  Read Replies (1) of 10921
 
Cary,

Since you are intimately familiar with financials of
LLTC, XLNX, ALTR etc. I would like to ask you a few
question, if you get chance please answer them for my
understandng.

Look at following table and tell me how LLTC manages
to produce such high level of product revenue with
such little R&D costs?

From last Q numbers:

REV COST GROSS R&D SGA
LLTC 141 37 104 22 17
MXIM 280 89 190 72 22

XLNX 290 120 170 57 59
ALTR 179 70 109 44 42

IDTI 92 57 35 30 20
BRCM 258 144 115 115 122

-- MXIM R&D is more than 3 times LLTC, but 2x rev of LLTC
-- MXIM SGA is same as LLTC! That is great.
-- LLTC R&D is too small but thats the question to you
as to how they sustain hihg revenue with long product
life cycles inspite of lower r&d
-- Why ALTR,XNLX SGA costs that high compared to LLTC/MXIM
-- Look at BRCM r&d!
-- How is cost of revenue LLTC/MXIM much lower than
ALTR/XLNX? Is it that process technology used is cheaper
or less advanced but still has high IP value?

thanks
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