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Technology Stocks : Semtech (Nasdaq:SMTC)
SMTC 79.77-2.9%Jan 30 3:59 PM EST
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To: kern who wrote (1024)2/23/2000 3:28:00 PM
From: Leeza Rodriguez  Read Replies (1) of 1225
 
Kern, I am a bit prejudiced in that I like everything that I own. Most of my favorites are mentioned in my profile. Unfortunately (for new positions) most of them currently have nose bleed valuations. However, I maintain that all of these companies continue to grow and grow, acquire and acquire... The exceptions to the nose bleed rule would be SMTC and a telecom billing company called ACEC, which is quite undervalued , IMO, trading at ~ 2 x the trailing 4Q sales with some respectable margins (55%-ish) and showing profits now.

thanks,
leeza rodriguez
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