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Technology Stocks : Lattice Semiconductor
LSCC 63.03-0.2%12:18 PM EST
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To: Rudi Strobl who wrote (108)9/27/1996 2:32:00 PM
From: E_K_S   of 339
 
Hi Rudi: You will want to see how the overall semiconductor issues perform, especially as we begin 1st and 2nd quarter 1997. One measure I use is a relative performance comparison. Use the attached link to do your own comparisons. I review similiar stocks in the same industry (ie. Xlynx, Altera, AMD , ADI). Remember, Lattice is transforming their revenue stream from the low desity line to a greater percentage from the high density area. As long as the relative performace is good and the book to bill ratio improves, I expect Lattice's earning to reflect the overall industry growth.

The semicondictor industry is very cyclical and you have to be patient with the wild boom bust cycles. Overall the industry is expected to grow at a compound annual rate of 25% to 30% through 2000 and beyond. If you own a group of these companies which are leaders in their market sector, you will do quite well in the long term. Lattice IMO on a price value basis meets all this criteria for the long term.

I would re-evaluate my position if there was some significant change in our management, product line and competitiveness, or anything else which was company specific.

If you are not sure, you can always hedge your position by selling covered calls.

quotes.galt.com Good luck with you investment and be patient. It takes time to grow your money.
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