Semtech Message Board - Msg: 3315733

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Technology Stocks : Semtech

SMTC 79.75

+0.4%

3:59 PM EST

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To: Todd D. Wiener who wrote (775)	2/1/1998 5:00:00 PM
From: Jeff Bond	Read Replies (4) of 886

>>SMTC is a big kid; it can handle itself now.<< I agree with you Todd. I think SMTC has already secured CPQ's business, and don't think there is a link between Scraith's departure and a potential loss of business. If anything, it just moves SMTC more into the eye of the companies working on the set-top box market and other systems. He knows the value of SMTC products, and as a board member will benefits by seeing their business level expand. It's going to be great year for SMTC, it should be the year we see the $45 ($90 pre-split) share price you have been predicting. I concur with Pham, you do us a service by posting your thoughts here. Regards, JB P.S. Will the telco's buy into the ADSL or xDSL market, what do you think about this possibility? Or will it fizzle like ISDN did due to poor implementation of a good technology?

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