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To: w2j2 who wrote (354)	1/17/1998 12:21:00 PM
From: 2sigma	Read Replies (1) \| Respond to of 754

LLTC: ABN/CHICAGO COR has reiterated estimate for fiscal year ending 06/99 of $2.90 on 01/14/98 LLTC: ABN/CHICAGO COR increased estimate for fiscal year ending 06/98 from $2.25 to $2.30 on 01/14/98 LLTC: ABN/CHICAGO COR increased estimate for quarter ending 03/98 from $0.58 to $0.60 on 01/14/98 LLTC: ABN/CHICAGO COR increased estimate for quarter ending 06/98 from $0.62 to $0.64 on 01/14/98 LLTC: BANCAM/ROB STEP has reiterated estimate for quarter ending 09/98 of $0.63 on 01/15/98 LLTC: BANCAM/ROB STEP increased estimate for fiscal year ending 06/98 from $2.19 to $2.23 on 01/15/98 LLTC: BANCAM/ROB STEP increased estimate for fiscal year ending 06/99 from $2.65 to $2.68 on 01/15/98 LLTC: BANCAM/ROB STEP increased estimate for quarter ending 03/98 from $0.56 to $0.58 on 01/15/98 LLTC: BANCAM/ROB STEP increased estimate for quarter ending 03/99 from $0.67 to $0.68 on 01/15/98 LLTC: BANCAM/ROB STEP increased estimate for quarter ending 06/98 from $0.59 to $0.60 on 01/15/98 LLTC: BANCAM/ROB STEP increased estimate for quarter ending 06/99 from $0.70 to $0.71 on 01/15/98 LLTC: BANCAM/ROB STEP increased estimate for quarter ending 12/98 from $0.64 to $0.66 on 01/15/98 LLTC: BEAR STEARNS has reiterated estimate for fiscal year ending 06/99 of $2.75 on 01/15/98 LLTC: BEAR STEARNS has reiterated estimate for quarter ending 03/98 of $0.58 on 01/15/98 LLTC: BEAR STEARNS has reiterated estimate for quarter ending 03/99 of $0.71 on 01/15/98 LLTC: BEAR STEARNS has reiterated estimate for quarter ending 06/98 of $0.61 on 01/15/98 LLTC: BEAR STEARNS has reiterated estimate for quarter ending 06/99 of $0.76 on 01/15/98 LLTC: BEAR STEARNS has reiterated estimate for quarter ending 09/98 of $0.63 on 01/15/98 LLTC: BEAR STEARNS has reiterated estimate for quarter ending 12/98 of $0.67 on 01/15/98 LLTC: BEAR STEARNS increased estimate for fiscal year ending 06/98 from $2.24 to $2.25 on 01/15/98 LLTC: COWEN & CO. has reiterated estimate for quarter ending 06/99 of $0.74 on 01/15/98 LLTC: COWEN & CO. increased estimate for fiscal year ending 06/98 from $2.25 to $2.28 on 01/15/98 LLTC: COWEN & CO. increased estimate for fiscal year ending 06/99 from $2.76 to $2.79 on 01/15/98 LLTC: COWEN & CO. increased estimate for quarter ending 03/98 from $0.58 to $0.59 on 01/15/98 LLTC: COWEN & CO. increased estimate for quarter ending 03/99 from $0.71 to $0.72 on 01/15/98 LLTC: COWEN & CO. increased estimate for quarter ending 06/98 from $0.62 to $0.63 on 01/15/98 LLTC: COWEN & CO. increased estimate for quarter ending 09/98 from $0.64 to $0.65 on 01/15/98 LLTC: COWEN & CO. increased estimate for quarter ending 12/98 from $0.67 to $0.68 on 01/15/98 LLTC: DEUTSCHE MORGAN has reiterated estimate for quarter ending 03/98 of $0.58 on 01/15/98 LLTC: DEUTSCHE MORGAN has reiterated estimate for quarter ending 03/99 of $0.72 on 01/15/98 LLTC: DEUTSCHE MORGAN has reiterated estimate for quarter ending 06/98 of $0.62 on 01/15/98 LLTC: DEUTSCHE MORGAN has reiterated estimate for quarter ending 09/98 of $0.64 on 01/15/98 LLTC: DEUTSCHE MORGAN has reiterated estimate for quarter ending 12/98 of $0.67 on 01/15/98 LLTC: DEUTSCHE MORGAN increased estimate for fiscal year ending 06/98 from $2.25 to $2.26 on 01/15/98 LLTC: DEUTSCHE MORGAN increased estimate for fiscal year ending 06/99 from $2.80 to $2.81 on 01/15/98 LLTC: DEUTSCHE MORGAN increased estimate for quarter ending 06/99 from $0.77 to $0.78 on 01/15/98 LLTC: Major Broker increased estimate for fiscal year ending 06/98 from $2.22 to $2.24 on 01/15/98 LLTC: Major Broker increased estimate for fiscal year ending 06/99 from $2.72 to $2.73 on 01/15/98 LLTC: Major Broker increased estimate for quarter ending 03/98 from $0.57 to $0.58 on 01/15/98 LLTC: Major Broker increased estimate for quarter ending 06/98 from $0.60 to $0.61 on 01/15/98 LLTC: UBS SECURITIES has reiterated estimate for quarter ending 03/99 of $0.70 on 01/15/98 LLTC: UBS SECURITIES has reiterated estimate for quarter ending 09/98 of $0.63 on 01/15/98 LLTC: UBS SECURITIES increased estimate for fiscal year ending 06/98 from $2.22 to $2.25 on 01/15/98 LLTC: UBS SECURITIES increased estimate for fiscal year ending 06/99 from $2.73 to $2.75 on 01/15/98 LLTC: UBS SECURITIES increased estimate for quarter ending 03/98 from $0.56 to $0.58 on 01/15/98 LLTC: UBS SECURITIES increased estimate for quarter ending 06/98 from $0.61 to $0.62 on 01/15/98 LLTC: UBS SECURITIES increased estimate for quarter ending 06/99 from $0.74 to $0.75 on 01/15/98 LLTC: UBS SECURITIES increased estimate for quarter ending 12/98 from $0.66 to $0.67 on 01/15/98 RECOMMENDATION CHANGES: LLTC: BANCAM/ROB STEP reconfirms the recommendation as Strong Buy on 01/15/98

To: w2j2 who wrote (354)	1/18/1998 10:21:00 PM
From: Don Lloyd	Read Replies (1) \| Respond to of 754

Walter -<<Anybody hear the conference call?>> Yes. The outlook for the next quarter, Q3FY98, was consistent with the range of analysts' eanings predictions that Scott posted. Beyond the sequential quarterly increase in net profit margin from 37% to 37.2% of revenues that can be calculated from the newswire reports, the gross margin fluctuated down slightly from from 71.4% to 71.2% and the pretax operating margin improved from 50.7% to 51.0%. All of these margins lead the industry. The book to bill was stronger than 1 and the order backlog in place for the coming quarter covered more than 50% of the expected shipments , a normal level and consistent with the previous quarter. Lead times were constant at 4 to 6 weeks and ASP (average selling price) was also constant. Korea was weak, but expected to improve. At 4 to 5% of revenues, Korea by itself can't significantly directly impact results, as in total it is a couple months of revenue growth (my interpretation). Japan remains stagnant, but Taiwan, Europe and the US were strong. In general, the outlook was for a strong second half of FY98, to follow a strong first half. Of course, there can be no immunity from future economic conditions both regional and global, but a cautious optimism seemed to be the watchword. Regards, Don