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Technology Stocks : Semi Equipment Analysis
SOXX 313.69+4.2%4:00 PM EST
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To: Cary Salsberg who wrote (11033)8/17/2003 8:27:11 PM
From: Proud_Infidel  Read Replies (1) of 95663
 
Cary,

I like MXIM and LLTC very much for their Net Income which is as high or higher than MSFT without the associated litigation worries MSFT faces. My question is how much are you willing to pay for a company? LLTC currently trades at almost 20 revenues......a lofty valuation, though justified by its enormous margins. But any misstep and both of these could fall dramatically. Do you have any such worst case scenario for each, or both?

TIA

Brian
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