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Technology Stocks : Semtech (Nasdaq:SMTC)
SMTC 72.89-8.6%Dec 12 9:30 AM EST

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To: pham who wrote (858)6/2/1999 1:29:00 AM
From: John Morrison  Read Replies (2) of 1225
 
Received Annual Report today. "Clearly, Semtech is on a roll and gaining momemtum. We will continue to invest in design talent, design tools, and new technologies. We will expand our product families with innovative new products based on distinctive design and process advances. And we will continue to offer an exciting and rewarding environment to our team of professionals."

"Just four years ago , Semtech had only six full-time circuit designers, and one design center. In fy 1999 our team included 49 design engineers and over 72 dedicated research and design professionals."

Semtechs Main strategic Product Lines

1. Power Management - Multi-output power controllers, switchers, references and LDO regulators.
2. Protection - Transient voltage suppressors (TVS), filters, termination and combos.
3. Automated Test Equipment ICs - Pin drivers and receivers, timing and clock distribution, PMUs, and DACs.
4. Advanced Communications - Fiber and utility modems, and design services.

High Growth Opportunities

1. Fiber Optic Communications - namely fiber in the local loop
2. "Smart" power ICs for laptop and portable systems
3. Universal Serial Bus (USB)

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