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To: Don Lloyd who wrote (535)	7/22/1998 11:40:00 AM
From: Gottfried	Respond to of 754

Don, bought some at $56 (5% of portfolio). GM [eom]

To: Don Lloyd who wrote (535)	7/22/1998 1:59:00 PM
From: ken Su	Read Replies (1) \| Respond to of 754

Sorry to see LLTC slide today. I have a friend in this field told me weeks ago that the sell through OEM is very slow and demand is weak. He said the sell to semi equipment company almost not exist (I do not know the percentage of their total sell). I'll be back to LLTC and MXIM later but not now. Good luck to all.