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Technology Stocks : Semtech (Nasdaq:SMTC)
SMTC 65.44-3.2%Nov 14 9:30 AM EST

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To: Kelvin Taylor who wrote (900)10/30/1999 12:04:00 AM
From: Leeza Rodriguez  Read Replies (1) of 1225
 
Kevin, you speak the truth. I've been in SMTC for 4 years and this surely felt like one of the biggest boldest confident moves ever. WHOA MAMA!

My personal opinion is that once we hit the $1Billion Market Cap magic number a couple of months ago , ALL DOORS opened. I think that many mutual funds have had their hands tied because of the market cap. We were just too small to play. But now we are big enough and cute enough to get invited to all the parties.

So--the moral of the story is.... this is going to get really really really fun. Stay long--don't sell great companies with great cash flow and great management.

SMTC you rule!

LRodriguez
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