International Rectifier (IRF) Message Board

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Technology Stocks : International Rectifier (IRF)

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To: Lusheng Yan who started this subject	4/22/2002 3:57:05 PM
From: Morris Catt	Read Replies (1) of 1712

These are some of the things to look for in the 3rd Qtr earnings report on this Thursday. (Taken from last conference call) Revenue: up 0 to $10 million (I'd like to see revenue up $7 million or more so that there is some nice top line growth) Royalties: $12 million + or - less than a million. Backlog: 75% of guidance existed at last CC Gross Margins: + or - a point or two from December Qtr. Inventory: down about $4 to $5 million from Dec Qtr. SG&A: down up to 10% An increase % of sales from high-margin, proprietary products With sales up, SG&A down, margins flat the earnings should be 18 or 19 cents/share up from 17 cents. Strong sectors should be industrial, aerospace, and automotive. Continued weakness in communication/telecom. On outlook for June qtr. look for: Revenue up $10 to 20 million Royalties -flat IRF should grow sales if recovery in economy stays weak from an increase in dollar value content in autos, aerospace & PC's & consumer electronics. Looking for a solid report from IRF! Good luck and wishes!

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