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Monday, October 20, 2008

Linear Throws A Curve (LLTC, MXIM, NSM)

http://community.investopedia.com/news/IA/2008/Linear-Throws-A-Curve-LLTC-MXIM-NSM1020.aspx

Since I wrote this, we've now seen Texas Instrument's guidance. Not good.
Looks like LLTC mgmt had this one right...

2 comments:

  1. stellar gross margin.....i was just reviewing Sandisk's numbers and they posted negative gross margin for the quarter.

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  2. Yeah, but why pay any attention to a company that has incredible margins, great returns on capital, excellent product positioning...

    ... always better to buy the new flavor of the month, right? lol

    Owned LLTC once before and might have to start thinking about a return engagement.

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