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Technology Stocks : Intersil - ISIL
ISIL 22.490.0%Feb 27 4:00 PM EST

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To: Dave who wrote (414)10/7/2002 12:22:13 PM
From: Czechsinthemail  Read Replies (1) of 467
 
Worries about Intel have priced ISIL at a level that discounts the end of the world -- not just more competition in the 802.11b space. Currently, ISIL owns the lion's share of the market and should continue to do so regardless of any Intel plans for some time to come.

Meanwhile, the bulk of ISIL's sales and an even greater percentage of earnings comes from other chips. They are seeing increased demand for their power management chips due to the combination of more powerful processors and the need to extend battery life for notebooks and other portable devices.

Also worth mentioning that the company is debt-free with a pile of cash which gives them enormous advantage both in weathering a market downturn and exploiting new opportunities.

This company has consistently delivered and is one of the few semi companies that has continued to grow during the recent Dark Ages.
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