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To: Si_Detective who wrote (4942)	1/18/2001 8:41:46 PM
From: Don Lloyd	Read Replies (1) \| Respond to of 57684

John - Actually I like mxim more than lltc. Lltc is more conservative, they're very focus in high performance analog products, all the income goes to bank. Mxim more aggressive in investing in future growth, one example is they bought Tektronics' specialty fab for high speed few years back, now it's enabling them into com sector. Both are well run company and has highest profit margin, highest employee ownership, highest ... :) However, MXIM is unlikely to repeat LLTC's strong earnings report and outlook. This because LLTC's strong results were not due to any sign of recovering business conditions, but rather because they took preventative measures to prevent inventory buildups and multiple ordering from occurring in the first place. In combination with moderate capacity constraints as the demand curve has slightly led capacity additions, they have succeeded in maintaining healthy production results an extra two quarters beyond what would otherwise be the case. If orders do not pick up by April or so, they will start seeing flat and sequentially down quarters like everybody else. Regards, Don