A cautionary tale that muddies ADI's outlook a bit, for sure. However, I think LLTC lost a key account last Q - some fruit company in CA that's on a tear lately, and that may account for a big chunk of the LLTC's anticipated shortfall.
Last time I checked ADI derived about 2% of its revenues from the computer/tablet space. Almost meaningless.
I guess we'll see when they guide during the CC next month.
Anyone else have thoughts on how LLTC's Q impacts ADI?
Good points, but besides the "fruit" company the contraction in leadtimes (that all chip companies espc. high end analog) are experiencing seems to have been the bigger issue. Just to be down 4% to 6% sequentially next quarter LLTC is assuming a big increase in their turns shipments,so a high risk situation to say the least....