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Technology Stocks : International Rectifier (IRF)
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To: Dennis who wrote (1508)10/20/2000 1:55:10 PM
From: tinkershaw  Read Replies (1) of 1712
 
ceo was just on cnbc......WOW.....i had no idea....is this a good buying opp???.....

Yeah, about 24 hours ago in the 30s!;)

But even at $50 I'd be a buyer if I didn't already own so many shares. Do the math. The current P/E is still under 20 (and will fall with earnings revisions), growth for this company should continue to accelerate in the near future and be in the 30-40% type range possibly for the decade as beyond routers, handsets, laptops, light bulbs, et al. is automobiles, and the company has proprietary protection on its most valuable products; protection as such as to possibly form the basis of the industry standard.

I don't compare IRF to a Qualcomm or a Rambus, but at its current valuation all it doesn't have to be. Margin expansion alone much less the continuing increase in earnings growth should be sufficient to give stellar returns even at todays price, which is still cheap.

Tinker
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