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

To: Sophie's Choice who wrote (132)	10/29/1998 10:11:00 PM
From: sadsack	Read Replies (1) \| Respond to of 449

Patience and Caution are my keywords here. I don't perceive any lack of growth in POWI. From what you mentioned, the future looks bright. But I like to be aware of the competitive and legal pressures as much as I can from a investor perspective. I appreciate your giving, and am aware of the lack of my contributions here. Myself have been more of an investor in the ERP/DW software world. (ITWO, SEBL,MANU)This is my first foray outside software. So the nature of my questions. From what I know of the lawsuits, POWI has taken an aggresive stance in sueing Motorola, who also happens to be one of their main customers in the US. Last I heard, Motorola was still looking at the lawsuit. Have not heard anything more. Also, the TinySwitch line sounds like a great opportunity. But, I wonder what the lawsuit is about?. Is it about a competing product against this product line by Motorola? etc etc? Cheers sadsack.

To: Sophie's Choice who wrote (132)	11/17/1998 8:50:00 PM
From: Pete	Read Replies (1) \| Respond to of 449

Hi Sophie, Looks like this thread is quiet as a mouse. I think POWI is just that. It is an undiscovered treasure waiting to take off. If the Latest earning being 33 cents, it is beginning to do this right. With the proper execution, I believe this baby could be a $40 stock by next year. Assuming demand maintains and they make 34 cents in the next quarter. Then another 35 cents for Q1 and then perhaps 40 cents for Q2 ( since the last q4 and q1 were quite conservative) This means they would make over $1.40 per share annually. With a conservative PE of 20 to 30 undermining its even better growth rate, we would be seeing trades between $28 to $42 dollars priced according to it real worth. I loaded up on it and have been averaging up as well. I just hope that management has their act together and don't screw up on the execution. Volume has been very supportive lately going up. This is encouraging. I just hope they can keep the old earning estimates so that they can blow it away every quarter. Well, maybe they can upgrade to strong buy but nothing more than that. Good luck. Pete