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Technology Stocks : Semtech
SMTC 73.45+0.9%3:59 PM EST
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To: Todd D. Wiener who wrote (564)12/9/1997 9:56:00 AM
From: Sword  Read Replies (1) of 886
 
Todd:

Many thanks for sharing your basic screening method. I will use it and variations of it in the future.

The final criteria is that of expectations for the future quarters that can't be quantified in screening programs. These might include expected new and compelling products, etc. I know that you also search for these but that this requires lots of research in trade magazines, phone calls to the company and the like. That must be how you found BTIM since it certainly doesn't meet any of the screening criteria.

Regards,

Jerry

P.S. Thanks also to JB.
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