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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: mishedlo who wrote (6870)	10/27/2000 1:03:18 AM
From: Larry Brubaker	Read Replies (1) \| Respond to of 30051

misheldo, IRF was downgraded yesterday. While their sales and earnings growth has been just great, I think the market is worried that a slowdown in demand for their core (non-proprietary) electronics products will reduce prices and revenue growth. In other words, I think they are being looked at in the same light as an SSTI. Undervalued on the surface but the market seems to be discounting a future downturn in their business. That's my fundamental viewpoint. From a short-term perspective, it will probably move up if the market moves up from here, but I might be more inclined to play SSTI for a short-term move than IRF, mainly because I think SSTI would move a bit more on a percentage basis. finance.yahoo.com