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Technology Stocks : Semtech -- Ignore unavailable to you. Want to Upgrade?


To: Todd D. Wiener who wrote (633)12/22/1997 12:19:00 PM
From: pham  Read Replies (1) | Respond to of 886
 
Hi Todd, is your estimate on the conservative side; meaning it takes
into account of the ASIA flu side effect.
thanks



To: Todd D. Wiener who wrote (633)12/23/1997 1:07:00 AM
From: Stu Bishop  Read Replies (1) | Respond to of 886
 
Todd,

re: "Based on these estimates, SMTC is trading at 13 times next year's EPS"

I think this says that Semtech is easily 50% undervalued. Lots of upside.potential.

Thanks Todd.

Stu B