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To: Jeff Bond who wrote (580)	12/11/1997 2:45:00 AM
From: Todd D. Wiener	Read Replies (1) \| Respond to of 886

Welcome to all new thread participants (and to the numerous lurkers)! As I had suspected, the pooling of interests deal didn't affect SMTC's ability to do a split. While I don't think the split will have any net effect on the stock, it may indicate that the company is comfortable with its business outlook. The record date for the split (December) is fairly meaningless, because a purchaser of shares on January 2 will still have twice as many shares by mid-January. The date that matters is January 12 (or 13), when the stock begins trading at half the price. As most of us know, this split has no effect on earnings or anything else. There will be twice as many shares at half the price. It will also mean that my $2.65 estimate for FY99 will become a ~$1.32 estimate. I believe that fully diluted shares outstanding will be closer to 16 million than to the 14 million mentioned in the release. Dave- I appreciate your appreciation of my contributions. I'll take a look at your CBXC. Todd

To: Jeff Bond who wrote (580)	12/11/1997 8:04:00 PM
From: John F. Poteraske	Read Replies (2) \| Respond to of 886

Jeff-Read about in Individual Investor-boo boo for Wall Street Journal. I would rather read IBD. The sell at $64 was just to the fact that the runup had caused smtc to be to large a percentage of my holdings. Im a small investor so the dollar amount is not significant, but today Im tempted to run out and put smtc on my credit cards-damn it's cheap! All-I have to laugh at motley fools book at the current moment. When I went thru all the criteria the relative strength number of 90% just knocks all the potential picks out except for one. And I thought I would throw the name out KELL. I couldn't find a %ownership in the stock so maybe that eliminates it-ibd didn't have a number. It seems to me that during a time of price runups(bull markets) that the rs of 90 will knock out the potential lists due to the fact that the peg ratio does not justify a purchase. I would assume that Todd you do not use a high rs to pick undervalued stocks?? If I eliminate the rs of 90 or greater I had some stocks listed below 1.AWRD 2.INVX-10% insider number 3.UPUP 4.WAXS BTW-Your THQI pick rates pretty high. Anyone follow Speedfam(sfam) I plan to buy a little of this beaten down stock it doesn't meet the high rs by a mile, but all the other numbers appear solid. The recent secondary at get this $52 area(ouch). Would like positive/negative reasons about this stock. JP