Kirk Lindstrom

Linear Technology, Maxim Integrated: The Other Lucrative Niche in Semiconductors

Thanks for the excellent article. I've watched both for many years. What has scared me off is insider selling and the number of stock options they issue to insiders and employees.

I will buy shares when I see insiders buy, such as a recent purchase of LRCX. See "Lam Research: First Insider Purchase in Many Years"
at seekingalpha.com/artic...

I have a feed from a program that looks for major insider buys at the SEC. If I were to see insiders making a major buy of either MXIM or LLTC, I'd be quite tempted to buy due to the exceptional financial fundimentals you wrote of.

Many stocks in this space often look more like a popular and profitable nightclub that generates a ton of cash flow but the cash is all given out as "Tips to the bartenders and staff" in exchange for free drinks and free admission thus leaving little cash left for the actual owners of the nightclub.

5 years without a single insider buy of note:
www.secform4.com/insid...
www.secform4.com/insid...
does not speak highly in my book.