Semtech (Nasdaq:SMTC) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semtech (Nasdaq:SMTC)

SMTC 75.95

-4.7%

Jan 13 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: TimeToMakeTheInvs who wrote (1162)	10/25/2000 9:37:41 AM
From: Leeza Rodriguez	Read Replies (2) of 1225

Tim, thanks for posting that. I'm sure Yogi has picked up some points on the short side, but I know he is always relieved when he covers :-). Analog engineers are such a precious commodity these days I would be afraid to ever short this stock even when we know it gets frothly. There is always the chance that this company gets taken out and the frame of reference is pretty high. Remember when BurrBrown was bought out for north of 20 x sales. I know the general market is in a funk , but scarce talent still commands an incredible premium in the marketplace. Analog engineers are a sacred bunch. Not your average joe_six_pack digital engineer. Anyways... I've been reading up on NextGen I/O (Intel's Infiniband, etc) and I am just loving the fact that every article I read mentions something about how critical the "analog component" is to the next gen products. Likewise, ever since '95 Gilder always said that the ultimate bottleneck of this revolution would be the I/O. The mass media always quotes him in terms of the long haul fiber buildout, but the core of his 'bottleneck' thoughts has always been in the I/O. I would add that the I/O is where we will ultimately see the most 'value-add' over the next phase of this revolution. So, what I am saying is that we should be buying open, proprietary 'enabling technologies' that will be components of next gen I/O products--- And I believe that analog components will be among these. leeza rodriguez

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next