Semtech (Nasdaq:SMTC) Message Board

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Technology Stocks : Semtech (Nasdaq:SMTC)

SMTC 75.63

-0.4%

Dec 24 12:59 PM EST

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To: pham who wrote (1128)	8/22/2000 6:22:50 PM
From: Stu Bishop	Read Replies (2) of 1225

Hi gang, I have been telling my friends to buy this stock, put it in the safe, and lose the key. Now it appears that ADI and Micrel are outperforming our beloved Semtech. At least their current growth seems to be obviously superior. Am I wrong? Is this just temporary? If you believe this situation won't last, what will change it? In general, can someone tell me why I shouldn't trade Semtech for ADI or Micrel? Please, no flaming? I'm a loyal long-time long. I'm hoping for some intelligent, objective discussion here. I really do want someone to convince me that I should stay, because I would feel terrible about abandoning Semtech. Perhaps I should keep my SMTC and add some of the competition. Or would I be better off putting new money in additional SMTC shares? Thanks for any comments. SPB

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