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Technology Stocks : Power Integrations (POWI)
POWI 43.49+3.3%Jan 15 3:59 PM EST
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To: Rashley who wrote (13)2/17/1998 8:16:00 AM
From: Darth Vader  Read Replies (1) of 449
 
To be precise, POWI's market share should be around 6% and the market opportunity is close to $ 1 billion. As for competitors MOT and SGS are clearly not focused on the market while POWI's market share is climbing steadily.

However, short term the stock should be fairly valued around 15....long term one could look at a target in the low 20s on steady market share gains. Also, good leverage on the $/yen rate as sourcing cost from Japanses fabs is capped at a $/yen rate around 120!
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