Micro Linear (MLIN)? 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 : Micro Linear (MLIN)?

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Bernard Levy who wrote (1281)	10/22/1997 3:48:00 PM
From: slob	Read Replies (2) of 1675

Bernard, Thanks for your input. I'm also looking at LSI and IDTI but I'm already overexposed in the Semi area so I would have to sell one of my semi stocks before I could buy another. I don't like what I'm seeing in the PC based companies, it seems like R&D costs are flying out of control at the same time as margins are shrinking, not good news. S3 and CRUS results were very concerning. I still like what I see at CLTK, however their results seem to reflect stronger defense based sales. Overall I'm corcerned that we might be looking at another mid 95 semi retreat. One semi that looks interesting is an ADR called Macronix(MXICY), based in Tiawan, they are doing a great job taking market share away from DSPG in the telephone answering machine area, a good fab to. I like them at under 15. Slob

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next