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


To: Todd DeMelle who wrote (642)11/11/1998 8:51:00 AM
From: TimeToMakeTheInvs  Read Replies (1) | Respond to of 1225
 
Sounds as though there is still super demand for PCs (to our benefit). Intel announced they will exceed expectations, Dell continues to power ahead (a Semtech customer), and the communications buildout (for which Semtech has introduced products) marches on unabated. Macroeconomically, Japan appears to be addressing its banking problems which I hope will impact all of Asia positively. Have no idea what a flareup in Iraq will do to the market. Plus, my brother-in-law is now even. Bullish, Tim