Semtech Message Board - Msg: 2922329

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Technology Stocks : Semtech

SMTC 79.61

+1.7%

Dec 5 9:30 AM EST

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To: Todd D. Wiener who wrote (564)	12/9/1997 9:44:00 PM
From: John F. Poteraske	of 886

Todd-Been using hoover's site for a while(nice free site). Also use the research mag. site that you had listed before. I also wanted to add that the book also has other items to consider when finding a small cap pick. 1. Make sure margins remain at consistent levels if they're not actually rising. 2. Make sure r&d expenditures aren't getting shortchanged 3. Make sure company is paying full income taxes 4. Keep an eye on growth in shares 5. Cash levels 6. Avoid Debt(says no debt-but I like your figure of .10) 7. Make sure growth in a/c and inventory approximates sales growth BTW the capitalization that they look for 50-500 million. I wanted to follow up on your comment regarding $20 maximum share price. I agree that a maximum is not necessary. Also wanted to share the book's comment in more detail which says that the requirement is also mainly in place to limit the field. Although is says were not big sticklers on this point. Do you know of any good site's that provide management % ownership interests?? Thanks JP

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