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Technology Stocks : Semtech (Nasdaq:SMTC)

SMTC 80.52

+0.5%

Jan 23 9:30 AM EST

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To: Jeff Bond who wrote (1004)	1/30/2000 12:58:00 PM
From: Leeza Rodriguez	Read Replies (1) of 1225

Jeff, funny you should mention Pericom. They are definitely on my radar and I think I'm a buyer right here in the mid $30's.. In fact, they were listed in that IBD chart (referenced in my post last week) with an operating margin of 17.2% with a corresponding PSR= 5.7 (@$40). FYI historical: Pericom was mentioned to me two years ago by an efriend who was one of the _founding_ employees of LevelOne, the publicly traded chip company. (He has now gone on to do another start up- idirect.com---something to do with directing packets- I think) In any event, this guy was very much IN the thick of the chip biz and told me two years ago that Pericom was a company to keep my eye on. .02 Leeza Rodriguez

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