Silicon Investor (SI) -- The First Internet Community

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 -- Ignore unavailable to you. Want to Upgrade?

To: Chucky who wrote (659)	7/21/1999 4:39:00 PM
From: Don Lloyd	Read Replies (2) \| Respond to of 754

Chucky - (Re: Blow-out quarter I think I recall one somewhere around winter 95 to spring 96 where MXIM and LLTC both beat by almost 100%. Then estimates were raised leading to some warnings a bit later.) This would have been almost mathematically impossible. The net margin would have remained between 28% and 36% at most in that time frame and sequential earnings were always within +/- 19%, so there could never have been anything close to a 100% mismatch to estimate. A few cents at most, probably no more than 15% of estimate, if that. Next quarter should be 34.5 to 35.5 cents. Regards, Don

To: Chucky who wrote (659)	8/5/1999 1:21:00 AM
From: Greg Thornton	Read Replies (1) \| Respond to of 754

Chucky, I don't remember a blowout quarter for LLTC, but in November of 1995 MXIM reported Q1-96 EPS of $0.64 vs expectations of $0.48 (that would be $0.16 vs $0.12 after accounting for splits). That is a 33% upside surprise. The stock took a beating at the time, however, because analysts were so far off in their numbers and they had to blame someone (certainly not themselves). Looking back, they created a hell of a buying opportunity! This was around the same time that Jack Gifford appeared on CNBC's Squawk Box and was bullied by the crew there. Note that he has not been back since. Greg