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Technology Stocks : Power-One (PWER)
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To: Tony Viola who wrote (77)6/25/2000 11:12:00 PM
From: Greg Hull   of 285
 
Tony,

I've seen many of your posts on the EMC thread but I think this is the first time I've chatted with you. I had WSW on Friday night but also had lots of noise in the room so didn't hear everything clearly. When Driehaus talked about 5 9s I whipped around and tried to pay close attention. It sounded to me like he had just read the second PowerCosm report Gilder puts out. Have you read the PowerCosm reports? The third one just came out last week, and the first PowerCosm conference was 6/14-6/16, where Power-One was featured. Dollars to doughnuts says most of what Driehaus knows about Power-One came from the PowerCosm.

Greg
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