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

To: Robert Salasidis who wrote (1554)	3/17/2001 3:56:49 PM
From: devonian	Read Replies (1) \| Respond to of 1712

FCS is more leveraged and therefore more susceptible to slowing sales. On the other hand, they are moving rapidly out of logic and memory and more substantially into discrete power products, which is better for the long term. Also, they recently bought Intersil's IGBT business, which supposedly contains some advanced patents and technology, and will be (they claim) #2 behind IRF in volume. I currently own equal amounts of FCS and IRF, but am still doing due diligence on the industry as a whole. (I'm visiting APTI in two weeks). My gut says that even if FCS has an earnings hiccup for the next 6-9 months, they've already demonstrated earnings power at the $3/share level and have strengthened their position and technology since then. I look at it that, at some point in the next five years, they ought to hit at least $2/share again and trade at $30. I could be next year, it could be 5 years. Either way, I like the odds of a triple considering the world's going more electric, not less. Anybody have idea's or info on relative technology & patent strengths of companies in the business? Dev