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Technology Stocks : MAXIM Integrated Products

MXIM 103.14

0.0%

Sep 1 5:00 PM EST

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To: John Finley who wrote (261)	9/20/1998 4:49:00 AM
From: Don Lloyd	Read Replies (1) of 377

John - <<...LLTC was down also (>3) with double volume, although ADI was normal. Maybe some folks are taking the Bearruns article seriously? I find it hard to believe that MXIM will escape unscathed when their competition have been hit by the usual suspects...>> Over the last two days, MXIM fell 14.4% and LLTC fell 8.3%, while ADI rose 1.2%. The timing was much too late for it to be a Barron's effect. One possible cause was a published interview with Brian Halla of NSM saying that NSM was going to second source selected products from suppliers who have stolen a good part of NSM's analog business over the years. Both LLTC and MXIM would be the primary targets here. Another possibility is that the Tektronix (TEK) earnings warning (it may have been an actual announcement) might have a MXIM impact, but that's pure speculation on my part. Regards, Don

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