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Strategies & Market Trends : Value Investing
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To: jeffbas who wrote (17398)7/11/2003 5:35:19 PM
From: Paul Senior  Read Replies (2) of 78599
 
jeffrey bash. Tremendous gross margins on those two! P/book, p/sales and p/e are very high though reflecting that. I would need to study the business sector and the stocks to get some understanding of what's going on. At this point it just looks to me like neither LLTC nor MXIM are value buys.

And as you allude, ATML may not be either if there's not much margin of safety with its business strategy.

Paul Senior
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