Semtech Message Board - Msg: 2873279

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Technology Stocks : Semtech

SMTC 72.89

-8.6%

Dec 12 9:30 AM EST

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To: Jeff Bond who wrote (550)	12/4/1997 12:48:00 AM
From: Todd D. Wiener	of 886

Jeff- I think it's great that you bought more SMTC. Didn't you first buy in the low 40s? My estimates are not as conservative as the other 3 analysts'. It's quite possible that SMTC will exceed both estimates, but I would be surprised if my estimates turn out to be very low. Early this year, I put forth an estimate of $1.65 for FY98. It was much higher than Morgan Keegan's estimate for a while, but now SMTC has easily eclipsed the $1.65. It might be the same for next year. The potential benefits from the Edge acquisition, while significant, might be offset somewhat by price pressure on Semtech's LDO regulators. Regardless, I think that Semtech can increase EPS by 35-40% over the next 2 years, so there is much upside potential in the stock. I'm still looking for $90 in one year. Todd

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