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

To: Zeev Hed who wrote (18018)6/14/2001 6:27:53 PM
From: Nancy  Respond to of 30051
 
zeev,

i agree with you on irf being a first class company. the killer in their warning is the exposure to telcom part. i need to find out how much their revenues coming out from that area. if it goes to 35, it is a good buy

ISIL also a good company in that space.
their technology won out TXN's to become the industry standard.

need to do some research. since these may be a longer term holding.


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