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Technology Stocks
Semtech (Nasdaq:SMTC)
An SI Board Since February 1998
Posts SubjectMarks Bans Symbol
1225 23 0 SMTC
Emcee:  Todd D. Wiener Type:  Unmoderated
Introduction Market Data Compact
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25 ANALOG DEVICES INTRODUCES PENTIUMr II MOTHERBOARD PC LIFE GUARDT ICs analog.comAreWeThereYet-2/23/1998
24 Todd, That is an excellent point! I feel it is the way SMTC runs it's operJeff Bond-2/23/1998
23 Jeff- If capacity limitations become a problem, SMTC may acquire another compaTodd D. Wiener-2/23/1998
22 I called the company, your number of 106 days is the quoted figure. I think a Jeff Bond-2/23/1998
21 Stu- I think $24 is a very reasonable price. I would be surprised to see eitheTodd D. Wiener-2/23/1998
20 Todd and gang, Off topic: CFMT I just heard that CFMT is talking to prospectiStu Bishop-2/22/1998
19 Short-term outlook: Anyone interested in buying more SMTC might get lucky withTodd D. Wiener-2/21/1998
18 It does seem to me that 106 is a strange number, but that is the information prTodd D. Wiener-2/20/1998
17 Todd: > ú Days sales in inventory decreased from 108 to 106. Did IJoe Btfsplk-2/19/1998
16 DSO = days sales outstanding. If my numbers are right, qtr sales were $28,542/Joe Btfsplk-2/19/1998
15 Geo, Thanks for your reply. I must be missing something here. Was reading some TimeToMakeTheInvs-2/19/1998
14 Todd - Thanks for the response on valuation and TLCM. I will await a slight puJeff Lawlor-2/19/1998
13 Several things- 1. I haven't seen Collins' issue, but the price targetTodd D. Wiener-2/19/1998
12 Intel preaches Pentium II 'segmentation' gospel zdnet.com aCAreWeThereYet-2/19/1998
11 Thanks Todd, Do you know why PII required 3-4 LDOs? Intel is going to push thAreWeThereYet-2/19/1998
10 >>require 106 days worth of product in inventory? I'm coming up wiJoe Btfsplk-2/19/1998
9 >> In the fourth quarter, Semtech added six design and applications enginJeff Bond-2/18/1998
8 Todd, thanks for your analysis! Management is hitting on all cylinders and shouTimeToMakeTheInvs-2/18/1998
7 Todd, I've been following the SMTC threads since it came up in a stock scrJeff Lawlor-2/18/1998
6 Todd, thanks for all the postings. Just checked Jim Collins'current GSW issR.Lui-2/18/1998
5 Ron- I wrote down nearly everything important that management said on the callTodd D. Wiener-2/18/1998
4 Thanks Todd for the new posting. Nice to have all the information for new stockRon Kline-2/18/1998
3 My estimate for Semtech's Q1 consists of the following: Revenues: $29,990 Todd D. Wiener-2/18/1998
2 ...Conference call notes continued: SEMTECH CORP. Todd D. Wiener-2/18/1998
1 The following press release includes my conference call notes, listed as they rTodd D. Wiener-2/18/1998
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