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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: EepOpp who wrote (600)	10/12/1998 5:03:00 PM
From: Thomas Haegin	Read Replies (1) of 754

LLTC record in delivering what is expected is good, as far as I can remember. LLTC has strong management who seem to know what's going on around them. If they were not comfortable with dumbo analysts expectations, they would have warned before already (they did warn on the occasion of the last conf call 3 months back, but not since then, if memory serves). So I (FWIW) expect them to deliver the consensus EPS. The thing to care for is the conf call whether they see something of a bottom in their industry, as INTC recently did and Nat. Semi and Micron. They are in another segment, but still in semiconductors. If anybody of the folks here could post the conf call number, I'd be most thankful. kind regards and good luck to all, Thomas

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