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Technology Stocks : Semtech (Nasdaq:SMTC) -- Ignore unavailable to you. Want to Upgrade?

To: Chuzzlewit who wrote (942)	12/9/1999 7:18:00 PM
From: pham	Read Replies (1) \| Respond to of 1225

to All. Huge volume today; any info's on who are the big buyer/seller?

To: Chuzzlewit who wrote (942)	12/9/1999 11:20:00 PM
From: Leeza Rodriguez	Read Replies (1) \| Respond to of 1225

Chuzz: In a nutshell the the significant strengths of the company are: 1) high barriers to entry 2) gross margins have been sequentially increasing for several years, and management continues to set GM targets HIGHER (higher mix of proprietary design wins) 3) stellar management 4) excellent cash flow 5) as the bandwidth revolution marches on, higher bandwidth in the local loop necessitate more demanding/sophisticated power requirements. 6) Yesterday IBD rated SMTC in the top 25 of all tech companies (rated for ROE, earning growth, sales growth, etc etc) It just doesn't get much better than this. If you have the time I would skim thru the folder and read some random posts. Lots of excellent info in here--very little fluff here. Leeza Rodriguez