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Technology Stocks : Semtech (Nasdaq:SMTC)
SMTC 77.56+0.4%Jan 16 3:59 PM EST
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To: TimeToMakeTheInvs who wrote (585)9/10/1998 5:39:00 PM
From: Todd D. Wiener  Read Replies (3) of 1225
 
Tim-

I believe that PC sales may be up 11% in terms of units, but not revenues. Of course, unit sales are more telling of SMTC's fortunes than are dollar sales.

The analog chip business is much healthier than the equipment business. The chip equips still have some room to fall.

Todd
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