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To: Don Lloyd who wrote (144054)1/16/2002 11:07:59 AM
From: ild  Read Replies (1) | Respond to of 436258
 
Don, what is the right price for LLTC and MXIM? Do you know what P/S they had in previous downturns?
Thanx



To: Don Lloyd who wrote (144054)1/16/2002 2:37:56 PM
From: Earlie  Read Replies (1) | Respond to of 436258
 
Don:

I note you conveniently chose to neglect to discuss the consequential lay-offs and the even more consequential deterioration (or should I say free fall) of their revs. ($258.0 m down to $121.0m. Rebounding chip sector? Sure.

You are kidding right? (g)

Best, Earlie