SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : MAXIM Integrated Products -- Ignore unavailable to you. Want to Upgrade?


To: Meghan Richards who wrote (249)7/18/1998 11:24:00 PM
From: Time Traveler  Respond to of 377
 
Meghan,

The king of gross margin in your list would still be LLTC with MXIM close behind.

However, I would value more of ADI, especially after it is near the year low. ADI still has unique products which LLTC lacks to make a killing in the future.

LLTC, MXIM, and MCRL are all concentrating in the lower frequency analog stuff. ADI has both analog and digital lines.

With Friday's big sell-off of LLTC with the earnings just a couple of business days away, do you think something might have leaked out about the result of this earnings or even the following conference call?

Speaking of Micrel, I heard this company is looking for a field applications engineer in Detroit area (pay up to $130K). It looks like Micrel is trying to get into the automotive industry big time. In automotive industry, although the volume is very high, the Big Three (GM, Ford, and Chrysler) do very much dictate how much money you can make doing business with them. The profit margin is very thin.

Regards,
Time Traveler