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Technology Stocks : Linear Technology Corporation
LLTC 65.000.0%Mar 20 5:00 PM EST

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To: Ralph Roessler who wrote (268)8/3/1997 2:28:00 PM
From: PuddleGlum   of 754
 
Ralph-
Good to hear from you. As I recall, you did some sort of cash flow analysis to come up with a value of $50+ for HELX, which it has now reached. I sold my KLAC, and I've been lucky enough to match its performance with my other picks, but I don't know how long I can keep that up. All three of those which you mentioned were worth keeping for ALAP (as long as possible).

Steve
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