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

To: Jeff Bond who wrote (646)	11/12/1998 9:29:00 AM
From: TimeToMakeTheInvs	Read Replies (1) \| Respond to of 1225

Thank you both for the earning's date. tim <eom>

To: Jeff Bond who wrote (646)	11/13/1998 8:24:00 PM
From: John Morrison	Respond to of 1225

The following news from 8/28 was positive. Anyone know if the monthly increase in orders has continued? If so revenue and earnings would benefit. ---- Aug. 28, 1998 (Electronic Buyers News - CMP via COMTEX) -- Silicon Valley- Coming out of a slack quarter, power-IC suppliers are reporting a sharp spike in new orders, kicking off what some industry experts hope could be a more general recovery within the embattled semiconductor industry. During a briefing with financial analysts last week, Semtech Corp. reported shortages within its power-chip business and observed that lead times have stretched to six weeks or more. The company saw power-IC orders rise 24% in June and another 30% in July, said Doug Lee, an analyst at NationsBanc Securities, San Francisco. A survey of several leading power-IC vendors confirmed that chip orders-particularly in the PC category-have picked up substantially in the past few weeks.