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


To: Clam Clam who wrote (8)1/26/1998 9:01:00 PM
From: Bobo  Read Replies (1) | Respond to of 449
 
Clam Clam,

Was the First Call number based on a fully taxed EPS? I believe that most analysts generate estimates based on fully taxed and sometimes First Call misleads by comparing the consensus to the unfully-taxed reported EPS. In POWI's case the reported $0.22 was taxed at something like 6%. The fully taxed EPS is closer to $0.15. Not a bad number but not quite a gorilla blowout. Are my thoughts straight on this?



To: Clam Clam who wrote (8)1/30/1998 8:23:00 PM
From: Darth Vader  Read Replies (1) | Respond to of 449
 
have you loaded up yet?

also, how did Montg. presentation go?

by the way, I pretty much agree with your target - POWI's market share is poised to grow steadily from current 6%! stay tuned, design wins ahead.