Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Todd D. Wiener who wrote (641)	12/23/1997 11:58:00 PM
From: Teknvstr	Respond to of 886

This is WHY you should be buying Semtech NOW....computer sales are now 45% penetration in the US...it is estimated that this number will climb to between 60 and 80% (hard to believe 80 actually). This will benefit Semtech in a big way. Their power management components are necessary for all pentium II processors, and will see such increases in demand that I can't see how there can be any substantial pricing pressure. This is a great example of when the market's first reaction "shoot first ask questions later" is exactly wrong which translates into this stock rallying back to the 70's by March....Tek