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Technology Stocks : Benchmarq Micro(BMRQ)

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To: Rex Dwyer who wrote (66)1/21/1997 10:38:00 PM
From: Dave Palmer   of 313
 
Rex,

Thanks for all of the insights on BMRQ over the last few months. I have been following the stock for the last few months on a tip from a former Natl Semi employee who said "these guys have it right". After a lucky buy at 20, I am a happy holder.

I am trying to put together an earnings model for BMRQ looking ahead a few years, along the lines of your back-of-the-envelope 4Q figures, but have been having difficulty getting much hard data on the company. Website is ok for press releases, but there is no indication of the total market size, BMRQ's share of that market, or its sales relative to the competition. I can only expect that the rapid sales growth in battery mgmt over the past several quarters has come at the expense of other suppliers, but again cannot quantify this...Any ideas? For a non-street analyst, you seem well plugged-in to the story.

By the way, what happened today to this thing? Nothing on AP-DJ wire.

DP
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