Semtech Message Board - Msg: 3044495

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Technology Stocks : Semtech

SMTC 70.11

+9.7%

3:59 PM EST

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To: Todd D. Wiener who wrote (649)	12/26/1997 7:07:00 PM
From: AreWeThereYet	Read Replies (1) of 886

Todd. From 10Q... "The Company estimates that shipments made during the third quarter of fiscal 1998 were for use in the following end-market applications: 46% computer, 15% communications, 7% industrial, 14% military and aerospace, 5% for foundry services and 13% automated test equipment (ATE)." I am worrying about the 46% revenue from PC. As we all known there is great pressure on the margin in that sector. What SMTC sells to the PC manufacturers? Another concern is will SemTech follow other semi-equipment companys' steps and warn the street that it's next few quarters performance will be affected by Asian crisis? Happy New Year aC

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