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

To: Kelvin Taylor who wrote (1116)	7/17/2000 12:37:21 PM
From: Leeza Rodriguez	Read Replies (1) \| Respond to of 1225

Favorable mention of SMTC in Barron's this weekend. Get this: Barrons did a screen of the 1,500 largest publicly traded companies seeking out a list of companies that have received ONLY upward revisions in earnings estimates over the course of the past year. (BTW- this is part of the methodology that Navallier uses for his portfolio selection process) The results: Only three companies in the 1500 company universe had the profile where ALL analysts following a company have been continuously revising estimates UPWARDS. Guess who was one of the three? The article goes on to elaborate what SMTC does and emphasizes how demand is increasing for analog power supplies in communication interfaces..."it's one of the core components". Doug MacKay, Manager of Red Oak Fund Manager further elaborates saying...'it's an undervalued story..if they continue to grow they will get picked up by other analysts'...'and that will drive the shares higher'. Oh happy day! leeza