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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: hcirteg who wrote (284)	9/4/1997 10:00:00 PM
From: Don Lloyd	of 754

heirteg,<<What is the NSM report and why didn' the others in the sector experience a similar pop? >> . NSM is National Semiconductor Corporation, earned 0.45 per share vs 0.36 consensus. With only 800K + shares for a 4.5 pt gain, there is not that much broad conviction of the connection, especially from already high levels. I saw nothing in the NSM report that would change LLTC earnings expectations, although some degree of uncertainty is removed that may have been added by Altera's recent network OEM inventory warning. . Regards, Don

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