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Technology Stocks : Power-One (PWER)

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To: Capitalist who wrote (259)	12/21/2000 3:25:55 PM
From: cfoe	Read Replies (3) of 285

Do you have a reference fro the article? Addressing the items you raised: 1) Artesyn (their major competitor) issuing a warning, citing a slowdown mainly at Cisco (a major PWER customer) Could also be Artesyn is losing market share to PWER, so cannot tell without more info. One thing PWER said about Cisco in last conference call is that they are using the PWER products in their newer products. I would assume these are also Cisco's faster growing products. On the other hand, it could be a forewarning as the market seems to think. 2) Major insider selling...it has been pretty insignificant Do you mean "significant" or "insignificant" as written. 3) Inventories building up...over twice as fast as sales Again, if true this could be signaling trouble. However, without seeing the article and knowing the source, an investor is hard pressed to know what's true. This is another instance where the new disclosure rules make it difficult for longs and easy for shorts. 4) an increase in A/R, 144% increase vs a sales increase of 107% See comments to 3) above.

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