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Technology Stocks : Semtech
SMTC 72.89-8.6%Dec 12 9:30 AM EST

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To: Todd D. Wiener who wrote (789)2/5/1998 6:12:00 AM
From: Jeff Bond   of 886
 
WOW, I can relate to this article. Thanks for the link!

1,000 MHz and copper, we have a major league shift in processing ahead, and I think the process has just begun. The need for power management products is becoming abundantly clear, I think these components are becoming as critical as the processing device itself.

It's not the fact they do the processing, rather that they allow the processor to function without the risk of damage from dropouts. I think a fair analogy is that power management products are like the tires on your car. Nice $35,000 ride, but without those tires, you're not going anywhere. THATS CALLED A NICHE MARKET!

Regards, JB
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