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

To: Rashley who wrote (13)	2/17/1998 8:16:00 AM
From: Darth Vader	Read Replies (1) \| Respond to of 449

To be precise, POWI's market share should be around 6% and the market opportunity is close to $ 1 billion. As for competitors MOT and SGS are clearly not focused on the market while POWI's market share is climbing steadily. However, short term the stock should be fairly valued around 15....long term one could look at a target in the low 20s on steady market share gains. Also, good leverage on the $/yen rate as sourcing cost from Japanses fabs is capped at a $/yen rate around 120!

To: Rashley who wrote (13)	2/17/1998 4:33:00 PM
From: Sally Gallagher	Respond to of 449

Rashley, Think the high open today was because of the IBD article? If so, we might expect another high open tomorrow, or the day after, assuming POWI makes the IBD list for high volume up in price. Should be interesting. Sally