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


To: Leeza Rodriguez who wrote (992)1/15/2000 11:16:00 AM
From: Kelvin Taylor  Read Replies (1) | Respond to of 1225
 
"I ain't selling nuthin. I'll be content to drive the ole '93 Volvo till she keels over."

You got that right Leeza. Still driving my '90 Volvo. My shares worth more than a new car.

Wow, +11! When is the last time that happen? INTC help all the semis of course. Earning due out next month.

Let's take a look at where we stand:

Forecasted EPS for current year: $0.80 vs $0.13, 100% increase YOY
@ $66 PE= 81

Forecasted EPS for next year: $1.26 vs 0.81, 56% increase YOY
@ $66 PE = 51

At the current PE of $81 and forecasted '01 EPS of 1.26, SMTC could trade @ $80 and have a PE of 63, 22% lower than the current PE.

Oh, did I mentioned SDLI, PE 304, VTSS, PE 119 and LSI, PE 127 are "somewhat" overvalued?

SMTC is a excellent buy, IMO.

Kelvin



To: Leeza Rodriguez who wrote (992)1/20/2000 7:59:00 AM
From: Tom Lee  Respond to of 1225
 
Fellow Volvo Lovers! Well I dumped my SMTC at the peak, and just traded in my 92 V on a nice new HOT Y2K S80-T6 cash on SMTC profit ! ! Love SMTC, still holding some 46$ shares and waiting to get back in soon! Been perusing this thread for awhile, 1st post, keep up the great info flow.
Regards,
Tom