Gorilla and King Portfolio Candidates Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Marc Gilbert who wrote (26758)	7/17/2000 3:13:58 PM
From: powerchip	Read Replies (1) of 54805

I think Power One (Nasdaq: PWER) should be considered as the next gorilla. It sports a 5 billion market cap with its earnings compounding 100% year on year. Mark Mills, Co-Author of 'Digital Power Report' Soaring electricity needs of the Internet not only contribute to the emerging crisis in energy capacity, they are also transforming the power industry in the process The Internet economy is obviously already contributing to the demand for power; when you calculate the total appetite for electricity not just from your desktop PC, but the tens of millions of boxes that contain CPU's, already the Internet represents 8-10% of the nation's electricity consumption The Internet is growing substantially because telecom/datacom/Internet industries are growing geometrically Though important, the issue isn’t just quantity; when you create a demand of significant quantity for a new kind of power appetite, which is the level of reliability the Internet needs, then you create a revolution That 24/7 we've been hearing about means that all those data centres need to be on all the time down to the millisecond level; rolling blackouts and brownouts in the summer are annoying, but the two hundred few millisecond outages every year are more annoying to data centres Those companies and technologies that protect data centres from these hundreds of multi-millisecond crashes is the critical technology in the ascendant new power age The traditional power industry can't solve the problem; the demand for highly reliable power is already being met by tens of billions of dollars of annual investment in a whole new class of companies Most people have an APC (American Power Conversion) UPS (Un-interruptible Power Source) behind their desktop; that's really a power plant that gives you electricity when there's a sag in the line, if for only a few milliseconds or minutes The APC costs $25 per kilowatt-hour as opposed to junk electricity of the grid, which costs 15¢ per kilowatt-hour IRF up 13/16 at 60 7/16 SYXI down 3 7/16 at 76 5/16 How do control power flow to these millions of CPU's that demand incredible amounts of highly reliable power; the key to this whole space is the power chip, a high powered silicon switching device Hundreds of companies make power chips; Mills looked for those that are ascendant in the emerging new technologies of the most powerful and fastest power chips - IRF has been in the power semiconductor biz for decades APCC up 1/8 at 44 3/8 PWER up 4 11/16 at 134 9/16 Once you have the chips you assemble them into things called UPS's or silicon power plants; in the datacom space, PWER makes the power plants that power base stations for wireless and digital networks PWER technology is the ascendant silicon power plant using the chips that will control the Internet economy of the 21st century

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next