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Technology Stocks : Linear Technology Corporation
LLTC 65.000.0%Mar 20 5:00 PM EST

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To: w2j2 who wrote (333)12/25/1997 8:36:00 PM
From: PuddleGlum  Read Replies (2) of 754
 
Last time I looked the company has 25% of sales in the Far East. Not nice, but not too bad, either. Assume that they lose 1/5 of their sales to Asia (pulled the number out of a hat), and that their other business is hurt indirectly by the Asian crisis. Then factor in the excellent management and great diversification across industries, and I'd guess that we don't get hurt as badly as many other companies. I believe that sequential earnings increases are in grave jeopardy, but I don't know if we'll lose much more than that. Of course, I've been overconfident of LLTC all too often.

Steve
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