Linear Technology (LLTC +11.9%) powers to the top of the S&P leader board after its strong upward guidance, and CFO Paul Coghlan adds that it may have reached an “inflection point," with little growth expected to come from inventory replenishment. As “the first positive revision for a larger cap semiconductor stock in a while," peers also move up: TXN +8.7%, ADI +5.8%, XLNX +5.7%, ALTR +9.6%.
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