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Technology Stocks : International Rectifier (IRF)
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To: marvin litman who wrote (1618)9/6/2002 11:23:46 AM
From: pompsander  Read Replies (1) of 1712
 
Dan and Marvin:

I am certainly a newbie compared to both of you. IRF was one of those honest to gosh due dilligence stocks I first became interested in around a year ago. Have bought small lots since then, traded in and out in the 40s for several months before the last drop. I continue to monitor the limited news closely and follow the analysts (poor, it seems) reviews of the company's prospects. The company's past two annual reports were very well done and helped make a convincing case for the coming power revolution and IRF's role in it.

I certainly understand we are all being washed up on the rocks these days, as the tides of investor sentiment fail to recognize growth prospects at all. But, times will change, as they always do. I intend to hold my IRF and only wish I had more cash to put to work. But, I also hold AMAT, CREE and other stocks that I believe will recover in a similar manner when sanity returns.

Would appreciate hearing more of your experiences and insights into the company.
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