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Technology Stocks : Lattice Semiconductor

LSCC 62.49

-1.0%

Nov 6 3:59 PM EST

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To: semi engineer who wrote ()	4/14/1996 1:08:00 AM
From: E_K_S	of 339

Fundamentals continue to look good! Altera and probably Xlynx will begin to see their growth rate decrease from 35% down to 20% and the stocks have fallen sharply. Lattice has fallen also but really never had a preminum associated with it like these other companies. Lattice continues to grow at a steady 20% per year (since 1991) and has a strong core business in the low density PLD's which grows at 10% (while obtaining 30% margins or better). In fact, Altera bailed out of their low end, giving all the business to Lattice last quarter. Lattice get's no respect BUT keeps on earning and earning and earning..... EKS P.S. Good growth stock with steady growth and returns. Their balance sheet remains solid. Look for sales growth numbers in both high and low end PLD's when earnings are released. Sixty percent of sales are from low end and 40 percent are from the high end. The high end contribution component last quarter was off a bit and I expect the same results this quarter. The low end contribution will continue to shine and show solid growth with good overall contribution to stated earnings. Look for $0.48 - $0.55...estimate is at $0.51. P.S.S. There may be some dilution to earnings as a result of the recent stock offering but it should be small.

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