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

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To: Thomas Haegin who wrote (531)7/22/1998 6:48:00 PM
From: Barry Cartwright  Read Replies (2) of 754
 
Conference call also pointed out that during last downtrend, OEM and distributors were buying like crazy which plugged inventory channels. Then orders stopped coming in. Too much anticipation of sales by end users created too much growth. Today is different, OEM and distributors are being cautious given all the bad semiconductor and Asian news so they hesitate to order. Expect strong stock rebound long before xmas if things go as management plans.
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