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Technology Stocks : SMSC Standard Microsystems
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To: Keith Fauci who wrote ()9/14/1998 5:56:00 PM
From: KEN MATSON  Read Replies (1) of 335
 
It has been a long time since anyone has posted---probably a very good sign. I have followed SMSC for over 5 years and it has been a most difficult stock. However at this point:
1) The book is over $10
2) They have $4/sh in cash--no debt.
3) Sales are starting to grow.
4) The company is quite optimistic about the future.
5) Their sales are closely aligned to the PC market and signs point to increases from these levels.

Anyone else with thoughts on SMSC?
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