IMO Linear Technology fair value = $40 per share with earnings expected today. Short play... Projected 5-yr ebitda & net income CAGRs below peers: ADI AVX MCHP SYNA res.cloudinary.com/finbox/image/upload/c_scale,e_shadow:40,w_550/v1476797045/Screen_Shot_2016-10-18_at_8.16.29_AM_ppttdp.png bit.ly/2doz1bW chart Low growth but fwd multiples still higher than same peer group res.cloudinary.com/finbox/image/upload/c_scale,e_shadow:40,w_550/v1476797045/Screen_Shot_2016-10-18_at_8.19.49_AM_udbdlu.png bit.ly/2doz1bW chart Fundamental analysis implies shares are trading well above Fair Value res.cloudinary.com/finbox/image/upload/c_scale,e_shadow:40,w_550/v1476797059/Screen_Shot_2016-10-18_at_8.12.17_AM_v0hxvd.png bit.ly/2dosWMM Fair Value