>>POWI is the only analog company however with real fundamental acceleration in its business.<<
Don't think so ... you left out one of the fastest growing analog companies, and one that is securing business with all the major OEM computer makers. They also have secured two acquisitions which gives them a lock on ATE bi-polar CMOS chip market (they have 70% of the sales of these chips to ATE makers) and several fiber based transmission products (Ping-Pong should ring a bell).
The company has appreciated in price about as much as POWI since August, and they have come back from a good beating, so the 50 day moving average is just about to cross back up through the 200 day mnoving average. The chart paints a very nice picture of what happened the last time that occurred (it appreciated more than 5-fold).
Analog has been very hot ... with good reason! Analog is tackling the very tough issues needed to move digital forward. No analog ... No digital advance, it is that simple, especially in power management. I'm referring to SMTC, which has impeccible fundamentals, an outstanding management team, and proprietary products that are being gobbled up by just about every OEM computer maker, networker, communications company, cell phone company, and fiber company.
SMTC sells at about half the PSR of MCRL, so from that perspective I feel it is a better value, and has more growth potential. In any event, just thought it was worth mentioning this little gem, it has treated me very well.
techstocks.com
I totally ageee with you concerning POWI being a SOLID HOLD. Put this one in the top dresser drawer, and just leave it alone. We got a lot of run left in this one. TinySwitch is gonna make big waves, and create further growth in future products. I'm in since $9 and change, and I am NOT going anywhere.
Regards, JB
P.S. Take care Jim, maybe sell a core position, but I would leave some eggs in the basket if I were you. Anyways, best to you :o) |
