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Technology Stocks : Altera -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (2307)	1/25/2005 12:28:50 PM
From: Cary Salsberg	Read Replies (1) \| Respond to of 2389

RE: "we believe the guidance is too aggressive since the turns requirement for the first quarter is in the low 70% range..." Company management pointed out that turns in Q4 '03, Q1 '04, and Q4 '04, were in the low 70% range and stated that they were confident that they would achieve that number. Certainly, 70% is riskier than 30%. Interestingly, LLTC, which has 4-6 week lead times, if I remember correctly, doesn't supply backlog and turns data. They say they don't want to "explain", quarterly, their lower backlog and higher turns compared to competitors.