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Technology Stocks : Linear Technology Corporation

LLTC 65.00

0.0%

Mar 20 5:00 PM EST

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To: Thomas C. White who wrote (273)	8/8/1997 4:24:00 PM
From: Jay King	of 754

Thomas, Thanks for your input on KMET. I have not done much research on the three component companies I mentioned, KMET/AVX/VSH. What sparked my interest was their product offerings and good reputations in the field. Plus the fact that passive components such as resistors, capacitors, inductors and diodes will always be needed, and these guys combined acount for much of the market. This is key for me, as I usually seek long-term growth from high tech, which is probably not the goal of most high tech investors. I am aware of Sipex, but they are not on my watch list. I am going to add them today and look for a "correction" like you mention. If you do take a look at ELNT, please let me know what you think. Jay

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