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

To: Return to Sender who wrote (6224)	10/16/2002 8:26:23 PM
From: Nutty Buddy	Respond to of 95427

Intermediate Term Moving Average Relative Strength Tables: (Tables best viewed with Internet Explorer) Semiconductor Equipment Stocks: home.mindspring.com Semiconductor Manufacturing Stocks: home.mindspring.com Exchange Traded Funds: home.mindspring.com 250 Stocks I Follow: home.mindspring.com ________________________________________________________ Semiconductor Equipment Stocks Price To 50 and 200 Day EMA: home.mindspring.com Buddy home.mindspring.com

To: Return to Sender who wrote (6224)	10/16/2002 11:38:55 PM
From: Cary Salsberg	Read Replies (2) \| Respond to of 95427

RE: "Merrill Lynch writes "while LLTC's focus on high returns has allowed the co to improve gross margin, we believe the strategy has also led to limited topline growth;"" I listened to the conference call, to the Merrill analysts' question and the ROFL response from LLTC's management. First, it is not true that the company made a recent decision to "focus on high returns". Second, the company has not "improved gross margin" or net margin, recently. Both have come down from the 2000 peak. The company claims that it has had many new wins and has probably gained market share. The company scoffed at the idea that there were many "high performance" competitors. The company attributed the limited top lne growth to the limited growth of customers' products.