Silicon Investor (SI) -- The First Internet Community

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.

Technology Stocks : Power Integrations (POWI) -- Ignore unavailable to you. Want to Upgrade?

To: geoffrey Wren who wrote (221)	6/30/1999 11:40:00 PM
From: Don Knowlton	Read Replies (2) \| Respond to of 449

We went to their presentation at one of the analyst financial conferences in San Francisco a few months ago. The management seemed well prepared and the business proposition seemed sound. I think they are making chips that do voltage conversion with very little energy loss. The market opportunity was to replace those ugly power-wasting transformer bricks that block the wall outlet. Seemed like the main risk is some intellectual property issues with Motorola. I've been watching it since the conference. It has moved from the mid-20s to the current mid-70. I decided to jump in at 65 because it looks like a very likely momentum play that could be amplified by the semiconductor recovery. Even some of the semi industry cats and dogs have doubled and tripled recently. (ie. ISSI and XICO) Anyone else have any thoughts on this one?? Don