Artisan Components (ARTI) Message Board

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Technology Stocks : Artisan Components (ARTI)

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To: Czechsinthemail who wrote (11)	1/28/1999 5:09:00 PM
From: Dale Knipschield	Read Replies (1) of 34

Baird, Nice to hear from you again. Check the Yahoo ARTI thread for some good dialogue on the IP business. A couple of the guys there have a real good understanding of the business model, along with personal views ARTI's strengths/weaknesses. I posted the same URL over there yesterday and it stirred a little response. Still holding PSEM? I sold most of mine into the last earnings rally. I'll be buying in again in about another month. Talked to their CFO last week. He says business is good.....revenues were down because they cut the qtr. short by one week (12 vs 13), and because of a "special favor"(?) they did for Apple. Bottom line, this qtr. will recognize 14 weeks of income and should be be quite good. Give him a call if you wish. His name is Patrick Brennan, and you can either e-mail him or talk to him directly, as he's a very approachable guy. He also told that they've set up distribution facilities right across the street from both Dell and Compaq to service them adequately. Regards, Knip

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