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Technology Stocks : IXYS Corp. (SYXI)
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To: The Ox who wrote (63)7/5/2004 5:00:22 PM
From: kinkblot  Read Replies (1) of 87
 
I follow it, not closely.

I'm holding some shares that I purchased when it was depressed after the Clare merger. I owned Clare on and off before that, with middling results.

Clare had the same problem with good revenue growth not translating to the bottom line. However, prior to the merger, they sold off some physical relay and other product lines that were labor-intensive and subject to tough competition on that basis. The remaining product lines, especially the high voltage ICs (LCAS, etc.), have a greater technical barrier to competition. So, hopefully, the problem is not unsolvable wrt the Clare division, if that is the drag on earnings.

I agree that they don't deserve much more leeway.
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