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Technology Stocks : International Rectifier (IRF)

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To: DavesM who wrote (1681)7/28/2004 12:11:20 AM
From: pompsander  Read Replies (2) of 1712
 
Well, let's get some buzz going into earnings. I put my money where my mouth is this morning by rotating out of some SNDK and EMC and into IRF at 33.50. I am looking forward to stellar earnings and expect to be rewarded!

Seriously, in the past month we have had a bullish article in Business Week, solid reports at technology conferences and no indication that IRF is not achieving both its strategic and tactical goals. If it was not for the SOX in general being so wretched, we would be in the mid 40's now IMHO.

Any other views out there?
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