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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments -- Ignore unavailable to you. Want to Upgrade?


To: Mr_X who wrote (14554)11/20/2000 5:12:30 PM
From: Steve Lee  Read Replies (1) | Respond to of 18998
 
They produce flash memory.

Growing 100%+ annually, PE in the teens.
Fabless, so are protected to a certain degree against risk of industry overcapacity - if prices drop, cost of production drops.
Hold patents on superflash technology which is becoming industry standard.
Used by Intel, Cisco etc.
Refreshing change in this market to find a growing profitable co that has a sensible valuation.