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

To: The Ox who wrote (1007)	2/13/2000 7:25:00 PM
From: Jeff Bond	Read Replies (1) \| Respond to of 1225

I am VERY impressed with SMTC management in regards to acquisitions. Edge - WINNER! Acapella - Potential! USAR - WINNER! How did you factor in USAR revenue and earnings in making your estimation? I'm predicting right now, as good as the Edge acquisition was, USAR is going to be as good or BETTER. Miniaturization is king, and USAR makes the stuff that makes control possible in miniaturized systems. Oh, and as usual ... it's proprietary ... translated, that means HIGH MARGIN. Way to go SMTC, POWER move in picking up USAR, no doubt about it. I'd have been happy if you paid nearly twice as much as you did, I think this is going to be HUGE. A new handheld device could use all of these systems, or more: Semtech LDO & TVS for power management/protection USAR micro-controller input devices USAR Spicoder or Spicoder SA Handheld, PDA, and phone market is going to EXPLODE, Semtech has positioned itself in front of a whirlwind AGAIN. Repeat ad nauseum, SMTC has PLATINUM MANAGEMENT, they ARE the focal point for this company being what it is today; it's engineers are the FORCE that makes it happen. NICE MOVE ... very nice move! Regards, JB P.S. Buy & hold on corrections, take profits if you want, but look hard first, 500% gainers are not that easy to come by anymore.