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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Return to Sender who wrote (13665)3/4/2004 2:55:22 AM
From: Czechsinthemail  Read Replies (3) | Respond to of 95383
 
RtS,

Ping Yu, the Briefing.com analyst, seems to have a very positive view of ISIL, since I've seen Briefing.com recommend it several times in recent weeks. Their recent conference calls highlight the company's plan to establish themselves as a premier analog company with above average sales growth and above average margins producing earnings growing faster than revenues.

Based on the expectations for above average growth and the stock's relative underperformance, I think ISIL has a very favorable risk/reward profile. I've been buying recently.