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I too own a few shares of PSEM, based on being able to buy them at under tangible book value and in addition you get a real business with real earnings. I have owned it on and off for years, with good results.
Dec 17 11:12 am
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All Comments by Tom Armistead »Notes from Pericom Semi's Annual Shareholder Meeting [View article]
It is unusual to find a CEO with humility. He has a lot less to be humble about than many that could be easily be named as examples of arrogance and incompetence.
Interesting the amount of business in Asia. As you suggest, this could be a sleeper.