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Technology Stocks : Semi Equipment Analysis
SOXX 294.38-1.0%Nov 7 4:00 PM EST

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To: Return to Sender who wrote (13665)3/4/2004 2:55:22 AM
From: Czechsinthemail  Read Replies (3) of 95385
 
RtS,

Ping Yu, the Briefing.com analyst, seems to have a very positive view of ISIL, since I've seen Briefing.com recommend it several times in recent weeks. Their recent conference calls highlight the company's plan to establish themselves as a premier analog company with above average sales growth and above average margins producing earnings growing faster than revenues.

Based on the expectations for above average growth and the stock's relative underperformance, I think ISIL has a very favorable risk/reward profile. I've been buying recently.
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