International Rectifier (IRF) Message Board

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Technology Stocks : International Rectifier (IRF)

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To: pompsander who wrote (1593)	4/23/2002 1:43:37 PM
From: Morris Catt	Read Replies (1) of 1712

Agree that bookings are the thing to watch. As you know B2B numbers are a 3- month "average" which somewhat dampen changes. Recently SEMICO published a study of what they called their Inflection Point Indicator (IPI) that attempts to give a leading long-term indicator for the direction of the semiconductor industry. siliconstrategies.com snip: >>>In August 2001, the inflection point indicator began to improve and turned positive in October. The market hit bottom during this time. Applying the IPI model in which the rate of change is an indicator of long-term sales, Semico forecasts the worldwide semiconductor market to show positive growth in 2002. We expect worldwide revenue shipments to reach $163.3 billion, a 17.5% increase. The foundries have been one of the first to enjoy an uptick in demand. The major dedicated foundries are already reporting higher capacity utilization rates and expected increases in capital expenditures. Semico has had one of the more optimistic forecasts for 2002 and we are sticking by it. The foundries should experience almost 40% growth in wafer demand in 2002.<<<<

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