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Re: Zeev Hed post# 192554

Tuesday, 01/13/2004 5:31:20 PM

Tuesday, January 13, 2004 5:31:20 PM

Post# of 704044
still awaiting LLTC earnings report due out here soon, looking for $23c eps , hitting 52wk high yesterday and down a buck or so from today's open

Linear Tech Earnings Preview (LLTC) 43.80 -1.15: Linear Technology reports its Q3 after the market close today, with Reuters Research consensus standing at $0.23 in EPS and $183.7 mln in sales. CSFB expects the co to beat consensus, and would watch for continued downtrend in average selling prices and growth in its high-end consumer business. Merrill Lynch expects co to report in-line with its guidance, with no upside to that number. The firm expects revenues from its power management business to drive most of the top line growth during the quarter, and thinks investors are over-focused on the lack of gross margin leverage, while missing the fact that tight cost control delivers plenty of leverage at the operating profit level.


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