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

To: dbblg who wrote (670)	11/23/1998 5:11:00 PM
From: TimeToMakeTheInvs	Respond to of 1225

Listening to call now, sounds great so far. tim

To: dbblg who wrote (670)	11/23/1998 5:15:00 PM
From: AreWeThereYet	Respond to of 1225

>> Turns-fill orders (orders that are booked and shipped in the same quarter) increased to 34 percent of net sales for the third quarter. Increased turns and shorter lead times are a result of build-to-order models implemented by many customers. Forecasts from major OEMs in the computer and communication markets project continued growth for the balance of the year. << Inventory is well managed. Looks like SMTC has adjusted itself successfully for the turn-order business model. It is very important, as the trend is going that way -> Compaq. Congratulation to all SMTC shareholders aC