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 : Pericom Semiconductor PSEM -- Ignore unavailable to you. Want to Upgrade?

To: John Finley who wrote (478)	9/6/1999 3:45:00 PM
From: Dale Knipschield	Respond to of 532

Back into PSEM, though in a small way. Bought 300 shares last Thursday @ 16 1/8. Tried for 5K, but MM's wouldn't bring enough shares down for me. This cache will keep me interested enough to keep my eye on them. Hope the fab capacity thing doesn't bite them. Regards, Knip

To: John Finley who wrote (478)	9/17/1999 9:41:00 AM
From: Dale Knipschield	Read Replies (1) \| Respond to of 532

John, Here comes the weakness we were looking for. Will probably continue even or down somewhat for the next 3 weeks till before earnings are due. Then I look for a run to the 16-18 dollar area BEFORE announcement and a run higher thereafter. Talked to Pat Brennan last week. He said foundry capacity constraints were not a problem since their products "don't use much silicon" and they had a good relationship with a number of foundries. When asked about price pressures, he responded "That's a problem we respond to successfully all the time." I see a strong quarter, since computer sales are blow-out with the large discounts being offered by ISP's. Then we move into Christmas which will be even bigger. PSEM also working on an interface for RAMBUS based memory, (see their 10K) which DELL and CPQ will be first to offer. PSEM has distribution centers across the street from both these companies. I'll be taking a strong position shortly. Regards, Knip