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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	2/3/2004 10:52:27 AM
From: Czechsinthemail	of 467

ISIL's 2/2 presentation at Thomas Weisel is available at the Investor Relations section of the company's website: intersil.com Dan Heneghan lays out ISIL's game plan: 1. Faster than industry average revenue growth 2. Earnings expansion (profit velocity) greater than revenue growth 3. Significant cash generation 4. Leadership position in high growth markets and high performance analog segments. ISIL introduced about 300 products in 2003 and plans to introduce about 400 this year. They have seen strong demand in all of their product areas -- surprising strength in Industrial and Communications. Heneghan was asked about whether they planned another acquisition. He said they would only do it if it fit their business model: generally high growth with margins around 60% and accretive within a few quarters. Further, they would want it to help balance their product portfolio. He said that he expected the company to begin seeing some of the benefits from stronger pricing sometime this year. He added that more of their customers are worried about supplies and pricing than 90 days ago.

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