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Technology Stocks : International Rectifier (IRF)

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To: TechieGuy-alt who wrote (1504)10/9/2000 12:57:49 PM
From: Fred Gohlke  Read Replies (1) of 1712
 
It seems we are in a period of re-adjusting multiples. I have little doubt that IRF will advance smartly. My problem is that I don't know the level it is going to advance smartly FROM. I do a modest amount of looking at chicken bones and frogs' entrails, and the (apparent) money flow OUT of IRF is not encouraging ... but the company and its products are ... so I'm holding and considering adding a few.

Fred
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