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Technology Stocks : IXYS Corp. (SYXI)

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To: kinkblot who wrote (72)1/31/2006 1:52:52 PM
From: The Ox   of 87
 
I think there's a lot of caution in the sector and it's shows by the ordering patterns seen at Ixys. The market is looking for instant gratification and when it doesn't get it, they slam the company. The eps miss was substantial but in the grand scheme of things it doesn't look so bad to this observer. If their end markets rebound in the 2nd half of 2006 like I expect, then there's no reason the stock can't go up 40% to 60% by the end of the year. At the same time, a couple more quarters like the last 2 and it will be more like single digits by year end.
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