International Rectifier (IRF) Message Board

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Technology Stocks : International Rectifier (IRF)

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To: gerard mangiardi who wrote (1548)	3/13/2001 11:55:04 AM
From: Jack Hartmann	Read Replies (1) of 1712

Herb's response from IRF International Rectifier, redux: Heard back from International Rectifier (IRF:NYSE - news - boards) Monday, in the wake of an item here that questioned whether the chip company is different than its competitors (in that it hasn't warned of earnings problems). A spokesman says that while the company's competitors and customers have issued warnings, IRF is sticking with its guidance of last January of a $5 million to $15 million increase in revenue this quarter. He says most investors don't realize that unlike the last cycle, when little of IRF's biz was sole sourced to customers, now more than one-third is proprietary to IRF. He also says the company now benefits from selling more chips into each product, which should help the company even as the economy stagnates. Will be interesting to watch. thestreet.com Jack

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