Semtech Message Board - Msg: 2964308

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Technology Stocks : Semtech

SMTC 74.16

+1.0%

Nov 28 9:30 AM EST

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To: John F. Poteraske who wrote (584)	12/14/1997 9:08:00 PM
From: Todd D. Wiener	Read Replies (1) of 886

John- KELL has institutional ownership of about 50%. I don't care much for its financials, though. Low current ratio and high debt. Not terribly cheap, either. I have had UPUP (United Payors & Providers) on my watch list for a month or two. I haven't had a chance to do much research on it, because I've been busy losing money on my chip-equip stocks! Speaking of the devils, I'd recommend waiting a bit on SFAM and other equip stocks. Although they are very cheap, even considering a slowing in business for 1998, they may fall some more. SFAM just broke a major support level, and most chip-equip stocks are close to 52-wk. lows. In a few months, they will have bottomed and will be safe to accumulate. Unfortunately, I pre-empted this bottoming pattern. Regardless, many of these companies are fundamentally sound and have great prospects. It just might be wise to wait until Wall Street begins to agree. Todd

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