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Technology Stocks : Semtech (Nasdaq:SMTC) -- Ignore unavailable to you. Want to Upgrade?

To: Jeff Bond who wrote (596)9/14/1998 10:23:00 AM
From: Todd D. Wiener  Respond to of 1225
 
Jeff-

Sure, INTC could buy SMTC. But I think we might see another analog company buy SMTC first. Perhaps TXN. Regardless, one thing I see happening over the next year or two is consolidation of the undervalued small companies in this market. If big players identify smaller companies as attractive additions, they are rather likely to bite, especially given the divergent valuations.

Todd



To: Jeff Bond who wrote (596)9/14/1998 5:52:00 PM
From: Robert G. Harrell  Read Replies (1) | Respond to of 1225
 
Jeff,
<<OT>> I was following Todd around and came on your post. If you haven't already seen it, check out the Aug. 24 issue of Forbes ASAP. The George Guilder article Paradigm Party is all about integrated optics. He almost crowns Uniphase the victor.


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