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

To: DanZ who wrote (1040)	6/19/1998 3:08:00 PM
From: Dr. Perry Lucero	Read Replies (1) \| Respond to of 1712

we need to wait longer for the best bargain dan. gruntal said .04 for the quarter. if that is true that is almost 50% negative surprise. maybe we will see 7 + . woe. hedge. i just don't know the best way with it already beaten. any ideas.p.

To: DanZ who wrote (1040)	6/19/1998 3:14:00 PM
From: Iceberg	Read Replies (1) \| Respond to of 1712

Dan, it would seem to me that Ron's 5 points could be valid in a serious/dire/rare/extreme/whatever-type of situation - and especially to entirely write off goodwill! What's important here, IMO, is to make the distinction between that type of "bad-news scenario", and the one you mentioned about a fund or funds bailing out. I would think that if it's the latter - then now could be a great opportunity to buy IRF...because as you know, funds often dump stocks for reasons entirely unrelated to the underlying value any particular stock. It may take me a few days, but I'll go back over my Value Line issues and see if I can come up with anything worth mentioning in the way of what has happened to companies that have traded below 100% of their price/book ratios. This case could very well be a classic example of the adverse effects of transient fund activities in a relatively illiquid stock. Fascinating stuff! Ice