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Strategies & Market Trends : Steve's Channelling Thread

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To: Larry Brubaker who wrote (3465)7/22/2000 7:26:08 PM
From: LiPolymer  Read Replies (1) of 30051
 
Larry, talk about shameless touting. ;-) Here is IRF's "extensive" list of portable products:

irf.com

The vast majority of this company's products are in power semi's, many of which require honking heatsinks. All-in-all mostly low-tech stuff, with correspondingly low margins. I see their growth tracking the overall industry, not a hot sector such as wireless. You made a good grab when this good stock got taken down by the overall market, but don't expect its growth to outpace any heavily tech-weighted index. All IMHO of course.
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