Linear Technology Corporation 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 : Linear Technology Corporation

LLTC 65.00

0.0%

Mar 20 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Thomas Haegin who wrote (497)	7/19/1998 2:52:00 PM
From: Don Lloyd	Read Replies (2) of 754

Thomas - <<Thread: My take is that the sell-off in LLTC on Friday was related to the sell-off in XLNX. I read that LLTC and XLNX are competitiors in some fields - I guess all semiconductor related cos. were pretty weak on Friday.>> The part about XLNX dragging down other semi stocks certainly fits the facts, but there is no competition between XLNX and LLTC at all. However, there is a rationale for the stocks to have some correlation of movement, as the business environment for the many electronics manufacturers who are customers of both will affect order levels for both to some degree. It is to be expected that there would be weakness before the earnings report, and any excuse to retreat would likely be taken. The question is not whether the future business outlook will be relatively weak, or at least uncertain, but to what degree. Regards, Don

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next