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: Jim McGrath who wrote (805)	2/5/1998 3:57:00 PM
From: NeverRight	Respond to of 886

Does anyone know how that rating fits in at RS. If (1) is Strong buy and (5) is sell, what is long term attractive?

To: Jim McGrath who wrote (805)	2/5/1998 4:17:00 PM
From: AreWeThereYet	Read Replies (1) \| Respond to of 886

SMTC short interests increased 66.6% in January. Could yesterday move a kind of squeeze effect of the new analyst coverage? Today we gave back 50% gain from yesterday, "bearly" qualify as a healthy consolidation. OTOH, SIII has more than twice the S/A than SMTC, it still moving up today but probably consolidate tomorrow or next monday. aC

To: Jim McGrath who wrote (805)	2/11/1998 9:15:00 AM
From: Leeza Rodriguez	Read Replies (1) \| Respond to of 886

The 2/5/98 Robbie Stevens report indicated that SMTC is trading at the lowest PSR and PE multiple of its peer group. This is good :-) Here are the comparisons: Company-------PE C98-------PSR(market cap to trailing 4Q sales) Semtech---------22---------4.6 Linear ---------28----------12 Maxim----------29--------- 11 Micrel--------- 29---------- 6 AVG.----------27----------8.4 I note that Linear and Maxim DO have higher net margins, but as we see margin expansion at SMTC the PSR multiple should be allowed to expand, thus yielding higher stock price. Leeza Rodriguez