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To: Earlie who wrote (144166)1/16/2002 3:31:16 PM
From: Don Lloyd  Read Replies (2) | Respond to of 436258
 
Earlie -

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)


I also ignored the discovery of gold in California and the extinction of the dinosaurs. You really have to remember to set your alarm when you go to sleep in the back of that turnip truck. -g-

If there is an economic recovery, LLTC's business will continue to recover, as gross margins ticked back up over 70% as revenues rose 1% sequentially, to be followed by another 3-5% gain in the current quarter. Unfortunately, it's already priced into the stock.

Regards, Don