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Technology Stocks : Intersil - ISIL
ISIL 22.490.0%Feb 27 3:00 PM EDT

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To: Dave who wrote (460)3/29/2004 11:22:31 PM
From: Czechsinthemail   of 467
 
Dave,

You are right that P/S comparisons don't tell the whole story. ISIL has lower margins than LLTC and MXIM, about the same as ADI -- GM 57% and Op Margin 24%.

ISIL's projected 5 yr growth rate is 25%, the same as MXIM and somewhat higher than LLTC and ADI.

ISIL has maintained that their goal is to grow faster than average with margins higher than average. Meanwhile, it is priced so that its forward PE is lower than LLTC, MXIM, and ADI.
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