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To: PuddleGlum who wrote (666)	9/2/1999 1:02:00 PM
From: Don Lloyd	Respond to of 754

PG - (...BTW, it looks like my old maxim of 100x quarterly earnings has been thrown out the window...) I wouldn't be too quick to say this until you see the 1999 low on the DOW. -g- Regards, Don

To: PuddleGlum who wrote (666)	9/3/1999 6:01:00 PM
From: Thomas Haegin	Read Replies (1) \| Respond to of 754

PG, nice to hear from you! Boy, if LLTC ever goes back into the $30ies again, I'll sell the house and buy whatever I can! LLTC up big time today... nice. I did a quick check today of LLTC versus ALTR and XLNX, as the last two continue to get mentioned by analysts and in the press. However, LLTC has the best gross and net margins of them, and better ROE. Longterm this really makes their business very valuable and enviable. I'll stick with LLTC. I like the "boring" appeal of them. Have a nice Labour Day holiday everyone, Thomas