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To: Jeff Bond who wrote (612)12/16/1997 4:33:00 AM
From: Jeff Bond  Read Replies (2) | Respond to of 886
 
Just wanted to post some of those "signifigant fundamentals" for review. Not many companies will stack up to these.

Return On Equityÿ30%
Return On Assets 23.9%
Return On Capital 29.3%
Gross Margin 52%
Net Profit Marginÿ14%
Debt/Equity Ratioÿ0.02

Sales (1-Year) 61.50%
Income (1-Year) 100.00%
Current Ratio 4.4
Quick Ratio 2.5

November 18, 1997 04:16 PM

Net sales for 3Q98 up 44%

"Net income for 3Q98 up 100%

"New orders continued well ahead of shipments throughout the third quarter for all markets and all geographic territories. Orders for power-management products were especially strong, led by demand from customers in the U.S. and European markets."

"The company expects the rate of new-product introductions and design wins to increase in the fourth quarter."

"The company's bookings to shipments ratio remains in excess of 1:1"

I think the point is pretty clear that the market can thrash but SMTC just continues doing business as usual.

What gets me is this figure: Short Interest Shares 332,343
Might as well say hi to Tom Cat while looking at the number.

Regards, JB

P.S. Todd, do you think the split announcement has anything to do with the price?



To: Jeff Bond who wrote (612)12/17/1997 3:37:00 AM
From: Jeff Bond  Read Replies (1) | Respond to of 886
 
HAHAHA

For anyone wondering whether Tom Cat really is long on MLIN, this is all you'll ever need to answer that question once and for all.

exchange2000.com

Thank goodness we know better than to buy, in the words of Tom Cat, something that "sucks". We also have some of the best input on this thread you'll find anywhere. Thank you Todd, JP, Leeza, Stu, Tek, everyone :o)

Regards, JB