Linear Technology Corporation Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Linear Technology Corporation

LLTC 65.00

0.0%

Mar 20 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Jay King who wrote (272)	8/8/1997 12:10:00 PM
From: Thomas C. White	of 754

I've suffered with KMET for the last eighteen months or so. Upside is probably strong capacitor market going forward 1998 - 1999. Downside is variable of potential price competition going forward due to reduction and removal of tarrifs on foreign capacitor manufacturers, wackiness in palladium costs etc. Hope it breaks into mid-30's over the next year. My favorite "other" analog IC manufacturer is Sipex (SIPX). Present run rate about $45 million, market cap about $380 mil. I think it will be another LLTC over next five years. Right now it's rather pricey with P/E in 50's (selling off a few bucks today) but I may buy some if it corrects. Wish I woulda bought a year or so ago. Thought about it but at that point I had both MXIM and LLTC and did not want to overconcentrate. I don't know ELNT at all, maybe will take a look.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next