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

To: Jeff Bond who wrote (1015)	2/17/2000 9:47:00 PM
From: Leeza Rodriguez	Read Replies (3) \| Respond to of 1225

Jeff, I feel your pain of sitting on the sidelines. Been there, done that. If it makes you feel any better , I had two painful experiences of buying great companies very early--getting a 3-4 bagger, and then selling because I thought the "stock was fully priced". I bought shares of PMCS in 95 (when it was trading as SERA!) and shares of NTAP in 96, and then sold them both in '97 <ugh>. I get faint whenever I look at the 3 year charts of either one of those as I missed a bagillion % move up. Could would shoulda. However, like you, they are still my favorite stocks and in fact, I have continued to leave them in my profile over the years cause they are just two of the most amazingly run companies on the planet--besides smtc. However, the moral of the story (and what I have learned) is that it is NEVER too late to buy (back) great companies. ....I finally mustered the courage to buy BACK the NTAP in December '99 after I read a report on Network Storage from George Gilder. Go George go.:-) On the SMTC, I think we are _still_ very early. School of hard knocks has helped me be a better judge of gaugeing where 'the story' is in the feeding chain. It is my strong belief, that the SMTC story is just now getting out. I think the party is just getting ready to rock and roll...... leeza