Power-One (PWER) Message Board

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Technology Stocks : Power-One (PWER)

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To: jhg_in_kc who wrote (171)	7/18/2000 8:54:53 PM
From: stock bull	Read Replies (2) of 285

Hi JHG, Pwer reports on July 27, before the market opens. First Call has the estimate at 25 cents. I think P1 will beat this by 3 to 5 cents...just a guess on my part. My concern centers around the material costs. Due to the component shortages, I believe P1 had to pay premium prices. They were able to only pass on a percentage of these costs to their customers. The rest was absorbed by the company. Not sure how this will impact the financials. I have seen the Glider/Huber reports and their focus on clean and reliable power. Quite frankly, there really isn't anything new in these requirements. The requirements for reliability are always go up. Failures are now measured in PPM (Parts Per Million). Yes, P1 held up very nicely today. However, I can't help but wonder when we are going to see a meaningful correction in the stock's price. It can't keep going up forever, or can it? <ggg> Stock Bull

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