Linear Technology Corporation (LLTC) - NASDAQ
  • Dane Capital Management, LLC | Send Message 8h

    In light of $LLTC $ADI marriage interesting to note that when $MXIM $TXN rumored last Nov $MXIM at $41 & TXN at $57 - TXN now 25% higher hmm
    Reply (5)
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    • Dane Capital Management, LLC | Send Message 3h
      : MXIM will be a seller, they just want something starting with a 5...didn't expect LLTC to be a seller. Finite universe of analog/mixed-sig assets to buy.
    • SevenSeas Investment Research | Send Message 2h
      : I agree Dane. I like NXPI, but Infineon is just as well positioned. You are right, plenty of potential consolidation candidates up and down the market cap spectrum. Fragmentation among firms like NXPI who through the FSL merger, were able to move to a top spot regarding auto, which IMHO, is going to be the place for the most high margin profits to make, but yet only about 16% of this market is held by NXP, and there are 3 other firms that own between 10-14% as well. That means half the $600 of chips in your average car are produced by firms outside the top 5 players. If consolidation happens, I believe TXN may be better off trying to get NXP, but I certainly wouldn't be surprised if MXIM gets bought out, after another year of underperformance, and TXN makes sense. Thank you for the reply and sharing your thoughts! BOL!
      • Kenneth Hackel, CFA | Send Message 10h

        If you'd like to know how we continue to outperform, including $LLTC, $ADI today, see
          • Dane Capital Management, LLC | Send Message 11h

            $LLTC getting bought by $ADI ? Semi industry consolidation continues $MXIM (worth $50) $TXN $MU (poison pill at $20) and $IMOS way too cheap
            Reply (1)
            • Dane Capital Management, LLC | Send Message 11h
              : And when $ADI buys $LLTC $MXIM gets bought for $50+ by $TXN other way.
              • timtrading | Send Message 19 Jun
                  • wilkinson99 | Send Message 26 May

                    $LLTC Closed out position at 46.85 + 1.35 gain; for those holding look for Bull Flagging and subsequent B/O
                      • wilkinson99 | Send Message 25 May

                        Trade Idea Update: $LLTC enjoying Blue Skies, raising Stop to 46.38 to protect gains.
                          • wilkinson99 | Send Message 23 May

                            Focus List to start the week: New Trade Ideas $LLTC $KRE $ALDR $FBHS $REG; In Play $NSM $TCK $SKX; also, $RPM $CMA $EOG $PZZA $SIGI $SGG
                              • Dividends4Life | Send Message 27 Apr

                                5 Tech Stocks With A History Of Growing Their Dividends $TXN, $LLTC, $MSFT
                                  • freefdawatchlist | Send Message 19 Apr

                           Earning watchlist with high short: $VMW, $HOG, $EAT, $MTG, $OMC, $KSU, $NAVI, $YHOO, $HLX, $LLTC
                                      • Jim Van Meerten | Send Message 18 Apr

                                        $LLTC - 88% technical buy signals - 9 new highs and up 2.74% in the last month - Relative Strength Index 57.69%
                                          Company Description
                                          Linear Technology Corp. engages in the design, manufacture, and marketing of analog integrated circuits. It produces power management, data conversion, signal conditioning, RF and interface ICs, µModule subsystems, and wireless sensor network products. Linear Technology was founded by Robert C.... More
                                          Sector: Technology
                                          Industry: Semiconductor - Specialized
                                          Country: United States