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Technology Stocks : ISSI a great opportunity
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To: Ram Seetharaman who wrote (1035)10/25/2000 11:40:09 PM
From: Ted The Technician  Read Replies (4) of 1058
 
Conference call highlights.

1. < 10% revenues from cell phone market
2. Almost 0% revenue from PC market
3. Transactions in Europe are in US$. 22% revenue from Europe
this quarter - same level as in June quarter even with
30% sequential revenue growth.
4. Continuing strong demand from all customers.
5. Most of business in in networking and communications.
6. CSCO is largest customer.
7. On wafer allocation with Charter and TSCM.TSCM continues
to operate at over 100% capacity. New capacity usually
comes when TSCM buys out a fab. Wafers are projected to
remain tight for next two quarters. Some wafers
being processed are built into the current inventory
numbers
8. Dec quarter margins expected at 34% and expanding
somewhat in 2001 with smaller line widths.
9. ASPs to increase to more than offset rise in wafer costs.
10. IPO of ISSI-Taiwan (ICSI) is expected at end of
December. Sale of ownership from 40% to 30% should yield
about $20M cash (depending on market conditions of
course)
11. Estimating fiscal year 2001 EPS to be between
$1.85 to $2.05.
12. $0 debt.
13. Lead times remain unchanged.
14. Booking for December quarter is full. March quarter
is being booked.
15. Customers are giving the usual six month visibility.
16. Sequential revenue growth in Dec quarter estimated
to be around 20%. Income should be comparable to
the current Sept quarter's.

=====

IMHO, this is yet another good value play - rising
earnings over the next year, trading near book value
considering upcoming IPO of ISSI-Taiwan.
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