Semtech Message Board - Msg: 2514479

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Technology Stocks : Semtech

SMTC 79.61

+1.7%

Dec 5 3:59 PM EST

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To: Todd D. Wiener who wrote (300)	10/22/1997 10:07:00 AM
From: john mcgourthy jr	Read Replies (1) of 886

Todd, You know I love this company but after an outstanding run doesn't one have to catch its breath. IMO that is what is happening with SMTC. Aquuire Edge expense the whole thing in one quarter. Then run like hell again great management move. What can one expect that the stock is going to quadriple every year with out getting bigger I suspect more aquisitons short term if they can find anyone that they think is worth buying. Xicor(XICO) looks cheap but not sure if it fits thier business Good Luck John

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