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Technology Stocks : Semtech (Nasdaq:SMTC)

SMTC 71.91

-0.8%

11:53 AM EST

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To: John Morrison who wrote (833)	5/20/1999 2:52:00 PM
From: Si_Detective	Read Replies (2) of 1225

There's no way I will know the earning number. But what I know are several: 1) They have some major design-in with Intel, 3Com and others in PCI NIC(network interface card) area. The order is large and they're the first one to come out with it. It's based on exiting product with added feature(compiled to new PCI specification), so they would able to command premium on this part(selling price is 3-4 times higher than existing products). Shipment should start this Q and ramp up next few Q. 2) Good management and highly motivated engineering team. A few of the analog companies that pay loyality to their engineers, beside stock options. Just check their product released last year or so, you can see there're lot more propietrary parts than before. 3) Good relationship with Intel, 3Coms and other big firms, so they're able to be one step ahead of others. 4) Analog business is very good in general. 5) With #1 above, they will(I hope) raise their estimation for the year, and should confidently make very good forward statement. and more....

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