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


To: Cary Salsberg who wrote (1293)11/26/2001 1:36:45 PM
From: Kirk ©  Read Replies (2) | Respond to of 95474
 
Thanks Cary.

That implies LLTC and MXIM have higher overheads. Does that mean that ALTR and XLNK contract out more (or all) of their chips while MXIM and LLTC do most in-house?

Interesting how ALTR and XLNX have handled the slowdown. One had layoffs while the other didn't so one should have an easier time if the recovery is quick. Also explains why one is more profitable now than the other.