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Technology Stocks : Semtech
SMTC 80.56+1.6%Dec 9 3:59 PM EST
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To: Jeff Bond who wrote (783)2/3/1998 10:29:00 AM
From: Todd D. Wiener  Read Replies (1) of 886
 
*OFF TOPIC*

Jeff-

Cursory review: PENG looks like a good value, but what is the outlook for 1998? Oil exploration and production companies may be affected by the drop in crude prices more than equipment manufacturers. Speaking of which, LUFK is releasing Q4 results in about 2 weeks, and I expect the actual numbers to greatly exceed the estimate. Unless the CEO's outlook is less than favorable, the stock should react very positively. Hopefully, the good news will reverse LUFK's small downtrend.

Todd
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