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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Kirk © who wrote (1292)11/26/2001 12:27:28 PM
From: Cary Salsberg  Read Replies (1) | Respond to of 95474
 
Kirk,

LLTC and MXIM profit margins are less elastic with respect to sales declines. Therefore, when sales improve, earnings at ALTR and XLNX wll have greater % increases, until they all get on their long term secular trends. The current estimates for LLTC and MXIM pretty much have them back on the trend. Not so for ALTR and XLNX.