Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Jeff Bond who wrote (1004)	1/30/2000 12:58:00 PM
From: Leeza Rodriguez	Read Replies (1) \| Respond to of 1225

Jeff, funny you should mention Pericom. They are definitely on my radar and I think I'm a buyer right here in the mid $30's.. In fact, they were listed in that IBD chart (referenced in my post last week) with an operating margin of 17.2% with a corresponding PSR= 5.7 (@$40). FYI historical: Pericom was mentioned to me two years ago by an efriend who was one of the _founding_ employees of LevelOne, the publicly traded chip company. (He has now gone on to do another start up- idirect.com---something to do with directing packets- I think) In any event, this guy was very much IN the thick of the chip biz and told me two years ago that Pericom was a company to keep my eye on. .02 Leeza Rodriguez