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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: H.P. Yee who wrote (164)	11/11/1996 2:34:00 PM
From: Jay King	of 754

h.p., As far as price dips (LLTC) are concerned, that is fine with me because I am with these guys for the long term. If it drops down to $35 anytime soon I will buy some more. I can't predict what will happen in the short term. I like MXIM but I haven't invested in them yet. They are truly arch-rivals with LLTC because their product lines are so similar. Elantec (ELNT) is another analog IC company, though not as rich in product line. Any thoughts on these guys? ADI is a great company, but I do not like to group them with MXIM and LLTC because they offer DSP solutions on top of an analog portfolio. For that reason I group them with TXN, MOT and LU as my DSP technology leaders. I do not own any ADI, but they are on my list of potential investments. If the price hits a bump in the road, I would feel comfortable picking some up. Jay

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