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To: Don Lloyd who wrote (462)6/28/1998 10:55:00 PM
From: Time Traveler  Read Replies (2) | Respond to of 754
 
Don, you are absolutely right. LLTC has excellent parts and also very high-priced. You really get what you pay. I was a customer of LLTC for many years and recently a competitor. This is also how LLTC can achieve such a high profit margin.

Despite the recent Asian weakness, LLTC does not seem to be affected which I attribute to concentration of high-end systems like the telecomm market. Well, we all know that most of the electronics sector does show this significant weakness in the past few months. What specific news tidbits that has lad to analysts' verdicts on LLTC's incoming weakness despite it does not seem to have any yet?

I read in one of these SI posts. Some one wrote that each semiconductor company was dragged into the woods and shot without knowing whether it is guilty or not. Could the innocent be LLTC?

Regards,
Time Traveler