Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 165.05

+5.9%

3:59 PM EST

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To: Cary Salsberg who wrote (10743)	11/7/2002 7:15:24 PM
From: semi2000	Read Replies (1) of 10921

Cary, Thanks! Further reading balance sheet of LLTC,MXIM,ALTR and XLNX I see following Proparty Plant & Equipment ALTR 198 XLNX 447 LLTC 261 MXIM 746 May be MXIM is still working with DS plants. However for fabless ALTR/XLNX what are these? Even on these accounts LLTC looks very lean. btw, what do you make of BRCM R&D => 115 & SGA => 122! Also LLTC and ALTR inventory seems like very lean. btw, yahoo is misleading on financial numbers as profile of XLNX show 597M cash but does not mention 611M of long term investments. Thanks for your help

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