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

To: Cesare J Marini who wrote (347)	3/24/2000 11:59:00 AM
From: Si_Detective	Respond to of 449

That's the thing about this market right? Over reaction in either direction. Pick up shares in 30-32 this morning.

To: Cesare J Marini who wrote (347)	3/24/2000 12:25:00 PM
From: geoffrey Wren	Read Replies (2) \| Respond to of 449

Why I bought more POWI today: Revenues for the past 13 quarters 1997 1998 1999 2000 6.8 13.9 20.8 27.0 9.9 14.6 23.0 12.9 19.9 30.1 15.2 19.7 29.7 Q1 has always been lowest sales of the year Q4-Q1 transition has always been anemic nice trend lines if you look at each quarter's growth year over year, i.e., the 2nd quarter for all years 3Q this year with Motorola thorn out of their side, and with historical trends, and with the new upgrade to POWI's product line, should be quite good. I do wish, though, more had been released on terms of the settlement. Motorola did not even bother to issue a press release. I presume that Motorola commits to accept POWI's patents, and to stop alleging POWI interferes with their patents. I'd like to know for sure on that. Also, what is MOT's commitment to buy in the future? For now I am working on the presumption that the management made a deal good for POWI's long term business profitability. In other words, I am working on the presumption that the press release, which reads almost like capitulation, is not a fair representation of the goods POWI got in the deal.