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Technology Stocks : Semtech
SMTC 78.53-2.5%12:45 PM EST

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To: Jeff Bond who wrote (783)2/3/1998 9:45:00 AM
From: Ron Kline  Read Replies (2) of 886
 
Jeff, Do you see Semtech as long term play or a trading stock (meaning ride it while techs are strong and sell). The reason I ask that is some companies like CSCO have moved up 3000% over the last 10 years whereas AMD has gone up and down in the same range. What do you see as the major growth longterm for SMTC? For CSCO it was routers and they had long term demand to connect computers together (pretty straight forward). I am just getting the annual report to learn more about what they exactly do but wondered your thoughts since you seem so bullish.
Ron
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