Semtech (Nasdaq:SMTC) Message Board

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Technology Stocks : Semtech (Nasdaq:SMTC)

SMTC 67.60

-5.7%

Nov 13 3:59 PM EST

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To: Jeff Bond who wrote (920)	12/1/1999 10:49:00 PM
From: Kelvin Taylor	Read Replies (1) of 1225

Hey Jeff- How are you? I was wondering the same thing. POWI looks very interesting. I owned it back late last year when Todd was talking about it and sold in the 50's(pre split) then it zoomed to past 100. Great run today. The PE is lower than SMTC so from a valuation stand point it looks more attractive. Still own SMTC and looking to diverisify into another semi stock CREE: Another one to look at. Not particularly cheap right now, but has great potential. I'm also a proud owner too. :o) Kelvin

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