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Technology Stocks : Pericom Semiconductor PSEM
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To: John Finley who wrote (478)9/17/1999 9:41:00 AM
From: Dale Knipschield  Read Replies (1) of 532
 
John,

Here comes the weakness we were looking for. Will probably continue even or down somewhat for the next 3 weeks till before earnings are due. Then I look for a run to the 16-18 dollar area BEFORE announcement and a run higher thereafter.

Talked to Pat Brennan last week. He said foundry capacity constraints were not a problem since their products "don't use much silicon" and they had a good relationship with a number of foundries. When asked about price pressures, he responded "That's a problem we respond to successfully all the time."

I see a strong quarter, since computer sales are blow-out with the large discounts being offered by ISP's. Then we move into Christmas which will be even bigger. PSEM also working on an interface for RAMBUS based memory, (see their 10K) which DELL and CPQ will be first to offer. PSEM has distribution centers across the street from both these companies. I'll be taking a strong position shortly.

Regards,

Knip
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