Intersil Corp (NASDAQ:ISIL)

CAPS Rating: 2 out of 5

The Company is a global designer and manufacturer of high performance analog integrated circuits.


Player Avatar capitalgorilla (93.58) Submitted: 12/3/2007 10:02:40 PM : Outperform Start Price: $19.06 ISIL Score: -73.72

a turnaround analog/mix signal semiconductor maker set to outdo the market: If semiconductors grow 8% as per SIA in 2008 Intersil can grow 15-25% easily as they dont suffer the price erosion processors/memories and commodities do. The stock even more now at 16x fwd PE.
Its markets: Computers should be up even in Q4, HiRel (space products) too due to scheduling and new space programs.
Long term they are geared up to outperform: Product portfolio is enhanced (acquisitions), David Bell, former President of LLTC hiring more R&D. He made LLTC what it became as GM of Power products, about 65% of their business from 1995 to 2004.

Cash flow, profitability, GM all seem solid.

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