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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: fedhead who wrote (13543)	8/20/2002 9:58:35 AM
From: Bill Harmond	Read Replies (1) \| Respond to of 57684

You'll wait until techs are on the new highs list?

To: fedhead who wrote (13543)	8/20/2002 2:31:02 PM
From: Bill Harmond	Read Replies (1) \| Respond to of 57684

Intersil (ISIL) 19.89 +0.09: Following encouraging channel checks, Thomas Weisel names ISIL as one of their best ideas based on strong fundamentals and compelling valuation. Firm believes co is enjoying healthy seq order and revenue growth in its power mgmt ICs for the PC mkt (approx. 25% of revenues) and expects ISIL's wireless LAN business is tracking to low double-digit growth this qtr. Thomas Weisel remains confident their 7% seq Q3 growth assumption remains entirely achievable and believes their 5% forecast for Q4 conservatively assumes essentially no seasonal/holiday PC uptick.