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Technology Stocks : Micro Linear (MLIN)?

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To: Tom Terf who wrote (1662)3/11/2000 6:39:00 PM
From: Tom Terf  Read Replies (2) of 1675
 
Okay, here is the prediction for MLIN's price.

MLIN price on March 10 th was 8 1/8.. about unchanged for the year so far.. when most semi stocks have gone up min. of 3X since early November 1999 -- in under 6 months time.

MLIN has some problems, no doubt, and it is one of the largest semi (especially analog semi's) laggers by far..

Market Cap is well under than 2X sales (others at 6-22X)
Positives - margin at 50 % plus for analog semi
Strong reception for new video products for set-top boxes
New power mgt devices a hit !
New hot wireless LAN and phone communication products
Lots of previous R&D expense - new products coming ?
Spotless balance sheet - no debt, own property ($12M),
$29M cash.
Book value > stock price

by week end March 17 ... 9 1/4 + 1 1/8
by April 7 th - ......... 11 1/2
by May 1 (after Q1 report).. 15 1/2
December 31st..................24 1/2

So a tripe by the end of this year, maybe sooner.
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