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

To: Jeff Bond who wrote (804)	2/5/1998 3:50:00 PM
From: Jim McGrath	Read Replies (3) \| Respond to of 886

New Analyst Coverage Initiated BancAmerica Robertson Stephens research analyst Arun Veerappan initiated coverage today on Semtech Corporation (SMTC) with a Long-Term Attractive rating. biz.yahoo.com

To: Jeff Bond who wrote (804)	2/5/1998 9:37:00 PM
From: John F. Poteraske	Respond to of 886

OFF TOPIC-Jeff I was impressed with the past performance of the company. They have some fine financial valuations. What concerned me is that eps growth and eps comparisions turns negative which looks likely if forward looking estimates are correct. I need to check in more detail the 10q's etc. BTW-KV Pharm(KVA) that I talked with you in email came out with earnings and brokeout today. (RDHS) also had some nice earnings also. Take a peak at PTEN and let me know what you think? JP