More on FBR's bearish chip report: Craig Berger is no kinder to Linear Technology (LLTC) than he...

|About: Linear Technology Corporation (LLTC)|By:, SA News Editor

More on FBR's bearish chip report: Craig Berger is no kinder to Linear Technology (LLTC) than he is to Texas Instruments. Reiterating an Underperform, Berger argues Linear's obsession with high margins - margins it doesn't believe can move much higher - lead it to walk away from a lot of business, including with Apple. He's more positive on analog peer Maxim (MXIM), citing solid execution, successful acquisitions, smartphone share gains, and a low valuation. (previous)