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Zeev Hed

07/30/04 5:17 PM

#278072 RE: winbond #278057

Profit opportunity. Buying near the bottom of the box, and selling near the top. They are just above break even, making money any additional increase in the top line translates to about 20% or so bottom line (for a while, till they start and pay normal taxes). Furthermore, they have added capacity which should show in top line growth.
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Zeev Hed

08/30/04 11:04 AM

#289458 RE: winbond #278057

Now that the NAII earnings are out, I am waiting again for it to drift back down. Earnings were actually pretty decent at $.15/share, now blow out, however. They steadily are building the business and increasing profits. Lack of follow up on the street will probably make that one available again under $8.