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Technology Stocks : Semtech (Nasdaq:SMTC)
SMTC 77.10-0.6%Jan 20 3:59 PM EST
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To: TimeToMakeTheInvs who wrote (594)9/11/1998 5:26:00 PM
From: Todd D. Wiener  Read Replies (1) of 1225
 
The telecom equip market is hot, and it should continue to be so. But, in case no one has noticed, there has been a conspicuous decoupling between business and investment results, especially in smaller companies. Many of these stocks are very cheap, and LU might go shopping next month. But cheap can get cheaper, especially if we see actual deflation in the economy. There has already been deflation in the equity markets, as far as small caps go.

Todd
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