Semtech Message Board - Msg: 3068673

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Technology Stocks : Semtech

SMTC 77.79

+7.8%

Jan 9 9:30 AM EST

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To: Sword who wrote (656)	12/31/1997 3:39:00 PM
From: Todd D. Wiener	of 886

Jerry- I haven't had a chance to look at Emerson. I just returned from Texas. Yesterday, the CEO of LUFK gave me a day-long tour of their manufacturing facilities. Their business is very strong. I spoke with the VPs of each division, specifically the oilfield equipment division. I asked if the falling price of crude oil is affecting customer orders. He said it wasn't, and that business is still very good. Based on the information that I gathered from my discussions with each division VP, LUFK's Q4 should be very good. In fact, I suspect that it may be higher than $1.00, compared to the street estimate of $0.74. I have a conservative price target of $55 in 1998. It's currently trading at $36. Todd

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