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To: PuddleGlum who wrote (498)	7/20/1998 3:58:00 AM
From: Thomas Haegin	Respond to of 754

Puddle :-), re: LLTC competition: I picked it up from MSInvestor, see my post #501 to Don. Yes, RATL seems to be on a good track, I continue to hold, hoping never to sell, really. Let's see <g>. What attracted me to LLTC was a simple screen I ran on MS Investor for high profit margin cos. LLTC has among the very highest and they have a long record of maintaining it. Further, no LT debt. The thing striking me most though is the way they seem to be able to control costs: I fed a spreadsheet tracking quarterly revenues, cost of sales and R&D and SG&A back for 2 years or so. They have even cut the SG&A and CoS percentages during this period, and were able to maintain their margins through the Semi downslump of 1996. Also, on their website I checked the open employment positions: They are hiring about 20 somethin engineers, but practically no management and administration jobs and no secretaries. Does anybody know whether this is a general trend going on in Silicon Valley or may be LLTC-specific? I'm absolutely impressed with LLTC. The question for me now only is: How much do I want to pay for the stock? There also is an article on MS Investor from Jim Jubak: "10 tech stocks to buy... later". LLTC is among them. Jubak would be a buyer at $55. The article was from mid-june 98. See you, Thomas