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To: PuddleGlum who wrote (334)	12/26/1997 8:11:00 AM
From: w2j2	Read Replies (1) \| Respond to of 754

Steve, what do you mean "I've been overconfident of LLTC all too often."? Hasn't this stock done very well over the last few years? I am waiting for LLTC to make a bottom to begin a position. I think LLTC will get hit by asia, and Asia will be a lot worse than the market here has discounted.wj

To: PuddleGlum who wrote (334)	12/27/1997 11:28:00 AM
From: csm	Read Replies (2) \| Respond to of 754

You probably remember in April 96 the company announced that sequential earnings increases might stop, the stock fell until July. The stock price fell by about half. If we project a similar scenario this time, the price would probably fall til spring and potentially hit $40 or so. I've been waiting for this opportunity to get in, having got in at the bottom last time but sold way too early ($44). This time I want to get in for good. This is an exceptional company. Stuart.