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

To: Mr. Blonde who wrote (192)	3/20/1999 1:12:00 PM
From: PaulB	Respond to of 449

With a high of 35, earnings season coming up and the companies ability to generate ever increasing earnings don't you think that was a bit dangerous thing to do, at least short term. IF I were going to short this one I think I would wait until after the pre-earnings run up that will come with this one. Paul

To: Mr. Blonde who wrote (192)	3/20/1999 6:48:00 PM
From: geoffrey Wren	Respond to of 449

Mr. Blonde: you called the drop-off after the last run-up, but you may be pressing your luck. I had the same sense that retrenchment may come in the short term, which is why I sold half of what I own overall a few days ago. Although I remain a long, I halfway hope you are right; I would buy more POWI stock in the low 20's. Still, it is quite possible there will be no retrenchment this time, and this stock could just zoom now. We'll see. Geoff Wren

To: Mr. Blonde who wrote (192)	4/8/1999 2:14:00 PM
From: noel bustamante	Read Replies (2) \| Respond to of 449

I tend to think that you are right MR. B This chart has a strong seasonality drift in stock price. If there was any stuffing done in channels to make this number ... Dont know where it could drift down to.