Semtech Message Board - Msg: 2371654

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Technology Stocks : Semtech

SMTC 80.56

+1.6%

Dec 9 3:59 PM EST

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To: Jeff Bond who wrote (295)	10/6/1997 9:58:00 PM
From: Todd D. Wiener	of 886

Jeff- The financial results from Edge should be included in SMTC's results, since it was pooling of interests and completed in Q3. The charge for the acquisition will be ~.10, so it will be interesting to see how much Edge's operations add to the overall results. It might be a wash, with the accretive nature of the deal offsetting the charge to earnings. My estimate was .50 for Q3, but I'll need to see the S-3 before refiguring my numbers. But make no doubt about it: SMTC is not cheap at current prices. I wouldn't call it overpriced at all, but it certainly is close to full value (not considering the Edge deal, of course). Todd

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