Intersil - ISIL Message Board

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Technology Stocks : Intersil - ISIL

ISIL 22.49

0.0%

Feb 27 3:00 PM EDT

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To: Jack Hartmann who started this subject	9/17/2003 8:00:04 PM
From: Jack Hartmann	of 467

ISIL Intersil -- Analyst Day Preview (28.18 -0.51) Tomorrow morning ISIL is scheduled to webcast their Analyst Meeting presentation at 8:30 AM ET. Thomas Weisel believes that the co is tracking at or above the high end of its Q3 sequential rev growth guidance of 3-5% (EPS guidance is $0.15), and would not be surprised if the co raises its guidance during the analyst day; firm also believes that the qtr is tracking well due to seasonal strength in PCs and the secular shift toward notebooks, an area in which ISIL has been gaining share with its power mgmt products, and thinks that the co's Elantec unit (about 24% of Q2 sales) has been gaining momentum in the optical storage area. SG Cowen also thinks Q3 sales are tracking to at least the higher end of mgmt's guidance, and expects the co to address new opportunities in power mgmt outside of the desktop (where the co faces increasing competition from ADI and SMTC), and expects ISIL to discuss the recent foundry services agreement with IBM and its future manufacturing strategy.

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