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Technology Stocks : Power-One (PWER)

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To: cfoe who wrote (252)10/25/2000 9:54:29 PM
From: cfoe   of 285
 
Continuation of my conclusions from earnings cc...

>Question asked about whether management see any new competition in their main markets. Management said that there were some interesting new technologies out there but by the time they are ready to market, PWER should have its next generation products ready. They added that there are only three companies that compete now in PWER's markets - PWER, EMR and LU. Of these three only PWER and EMR offer a complete product line. And there is way more demand than PWER and EMR can satisfy!

That's all that I remember at this point. Again, I strongly urge any serious investor in PWER and the whole power management / "high-nines" area listen to this call.
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