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To: Don Lloyd who wrote (506)	7/20/1998 10:26:00 AM
From: Time Traveler	Read Replies (1) \| Respond to of 754

Don, The weakness of LLTC this morning happened even before ADI's official warning. In fact, ADI stock did not get punished until 15 to 30 minutes after the fact. MXIM is being dragged down as well. Regards, Time Traveler

To: Don Lloyd who wrote (506)	7/20/1998 11:38:00 AM
From: Thomas Haegin	Respond to of 754

Don, thanks for your comments on hiring requirements and cost structure. I think it's still great that LLTC seems to be able to benefit from the Asian troubles in their manufacturing. I looked into price behaviour over the last3 years. In 96 the High was in February and the Low in July 96. In between the stock came down a bit over 50%. Last autumn, LLTC fell 33% because of Asia troubles. The recent High at the end of April was about $81 and the June Low about $59, roughly a 25% decline. The High just 2 or 3 days ago was about $76. 76 minus 25% is about $57. Maybe Jubak is right in setting a buy target $55. I'll use a price decline to $55 or 60 to go long. Thomas