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Technology Stocks : Lattice Semiconductor

LSCC 62.49

-1.0%

3:59 PM EST

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To: Webb B Blackman Jr who wrote (93)	9/24/1996 12:02:00 PM
From: E_K_S	of 339

Hi Webb - For institutional holdings and mutual fund holders go to this link: stocksmart.com This is a very good site for this information. You will notice that one fund owns over 11% of the company with an average price of around $35 and they are still buying! I have not seen the latest Value Line rating, perhaps you can post it and the forum can review their opinion. You will notice that IMP announced yesterday that they are planning to divest themselfs from their FPGA division as it continues to loose money. Lattice as far as I know continues to be very profitable in this sector (low density FPGA) which is very competitve with tight margins. You must be one of the low cost producers to make money in this arena. I believe they continue to grow this line of their business at an annual growth rate of 20% (over last five years). Their High density products continue to grow at a 45% annual rate and the goal of management is to generate over 60% of their revenues from this product category into 1997. Therefore, I still feel the stock is undervalued when you compare the product segments, growth and margins of Lattice vs. Xlynx and Altera. The low density business continues to be profitable and generates a stable source of predictable revenue. Although this business line (low density FPGA) is shrinking as a percentage of total revenue, Lattice continues to be competitive and maintains their 25% to 35%. margins. At a 15 PE, IMO Lattice is attractive when 65% of their business is growing at a 45% rate. Both Xlynx and Altera demand far higher PE's for a similiar growth rate. EKS

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