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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: csm who wrote (620)	11/2/1998 7:21:00 PM
From: Chucky	Read Replies (1) of 754

Stuart, I believe you're right about LLTC's margins being a little better than MXIM, but I think it was just this past year that MXIM finally passed them in sales and earnings if I'm not mistaken. The two companies had been trading within a couple dollars of each other for a several years (MXIM pre-split) with LLTC usually a little higher, but that seems to have changed. I think by surpassing LLTC, MXIM now has the benefit of trading at a higher PE as well, but as volatile as they are, they sometimes get priced like they used to. You might consider a "straddle" on the two if they are priced the same (long MXIM, short LLTC). If they trade too far apart, you could trade them hoping they will get back in line, or possibly buy one and at your exit point, short the other instead of taking the gain this year. Just some thoughts. By the way, does anyone know when MXIM reports? Yahoo's/Zacks has been changing the date. This little run could be in anticipation of tomorrow? From the way LLTC has been trading and this market it might be best to sell on the news. Later Chucky

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