Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : International Rectifier (IRF) -- Ignore unavailable to you. Want to Upgrade?

To: Dennis who wrote (1508)	10/20/2000 9:29:16 AM
From: UUplink	Respond to of 1712

If you figure they have a good chance to earn $2.50 per share in the forward 12 months, plus growth rate at 50-70%. You can do the math yourself. I see fair value at $100-120. Then, of course, they will probably split.

To: Dennis who wrote (1508)	10/20/2000 1:55:10 PM
From: tinkershaw	Read Replies (1) \| Respond to of 1712

ceo was just on cnbc......WOW.....i had no idea....is this a good buying opp???..... Yeah, about 24 hours ago in the 30s!;) But even at $50 I'd be a buyer if I didn't already own so many shares. Do the math. The current P/E is still under 20 (and will fall with earnings revisions), growth for this company should continue to accelerate in the near future and be in the 30-40% type range possibly for the decade as beyond routers, handsets, laptops, light bulbs, et al. is automobiles, and the company has proprietary protection on its most valuable products; protection as such as to possibly form the basis of the industry standard. I don't compare IRF to a Qualcomm or a Rambus, but at its current valuation all it doesn't have to be. Margin expansion alone much less the continuing increase in earnings growth should be sufficient to give stellar returns even at todays price, which is still cheap. Tinker