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Strategies & Market Trends : Bosco & Crossy's stock picks,talk area -- Ignore unavailable to you. Want to Upgrade?

To: Crossy who wrote (3193)	7/12/2002 9:18:23 PM
From: Morris Catt	Read Replies (1) \| Respond to of 37387

Crossy, The current IRF CFO Mike McGee has served as the Chairman & Co-CEO of NIEC since June 2000. I do not know if IRF had any active management in NIEC before 6/2000. Back on June 10th in post Message 17719461 you made the good observation that >>>>>>Bear in mind that power semis (IRF, SYXI, APTI, POWI, ONNN, CREE, etc.) is a booming area right now due to its proximity to consumer electronics providing a nice baseline for high-precision low power sources plus the materially improving industrial market demanding high-voltage & high-power expertise which is in short supply and once humming again, commands nice $$$$. All those thyristors, triacs, schottky-barrier diodes, FREDs, rectifiers are back en vogue.<<<<<<<<< To that list of power semi firms I'd add FCS with improving outlook. I think FCS is 2nd to IRF as the USA's power chip leader. (See FCS 6/12/02 news release following) Just started following your posts and you are posting some fine information. Best Regards, Mac >>>>>>Fairchild Semi sees second-half '02 sales momentum June 12, 2002 1:16:00 PM ET NEW YORK, June 12 (Reuters) - Chip maker Fairchild Semiconductor (FCS) said on Wednesday said it sees quarter to quarter growth in sales over the next two quarters, as a result of strong new bookings, combined with a solid backlog of orders. "Given that we are spilling over quite a bit with fairly high bookings into Q3 (third quarter), and even into Q4 (fourth quarter), our Q3 revenue guidance is flat-to-up in spite of the the seasonality impact that the semiconductor industry normally shows," said Hans Wildenberg, Fairchild's sales and marketing vice president. "We also expect Q4 to be seasonally stronger than Q3," Wildenberg told an audience of fund managers at the Bear Stearns Technology conference. The company said in May it expected sales in the current second quarter to be at the high end of its original guidance for a 3 percent to 5 percent quarter-to-quarter increase. Wildenberg reiterated again that the company still sees 5 percent growth in the current quarter. "We entered into this quarter with 90 percent of our guidance in backlog," he said. REUTERS<<<<<<<