Intersil Corp (NASDAQ:ISIL)

Power chips of the sort Intersil makes are really critical to current and future generations of mobile devices. It's not necessarily sexy tech; it's just important. The company's valuation is low, probably because of PC market exposure. But the dividend is excellent and the prospects are good going forward.

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Currently tradiing near it's 52 week low the company is set for a moderate recovery that should beat the market. It is also paying a good dividend.

ironbob had the right idea but the timing was wrong. Let's see if my timing is better, plus a dividend. Analog is not dead in the digital age, it compliments it.

great financials, rising revenues, an audited backtax expense of 81 million was paid this quarter leading to a quarterly loss. Revenues increased, and margins increased with great ratios to cover the very low debt load they have. Income tax expense will not be applied next quarter and this will outperform the market

near the 52-week low and can pick up and hold during increased revenue growth and next quarters posted increases

Intersil has a leading edge in developing new technology geared toward popular electronic devices or trends.

Yes!

I like what other CAPS players have said about this company and their products. Furthermore, I like the look of their balance sheet with ev/sv of 1.15 (< 2 is a good value. < 1 and the company is priced less than the scrap value of the company).

Even better, the analysts expect pretty nice earnings growth in the coming few years. PEG is 0.92. which means that Mr. Market hasn't completely priced the analysts expectations into the share price. Stock prices should rise into the high 50s in the next five years. A nice double bagger with 20% annualized gains.

Over sold. The market for analog IC's is strong and will continue to be as they manager power in cell phone and many other battery operated devices.

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.

Lots of key design wins position this company ahead of most analog chip companies. The only possible issue is deliverability. But they seem to be handling it better than the rest of the semi market.

It's already ahead of the curve. Needs a pull back. Big players are shorting the stock with long call hedge.

prime target for a private takeover

Very balanced analog segment exposure. They've done a great job of keeping margins on high-end relative to analog peers (high 50%). Has been steadily taking market share and outperforming peers for about 10 quarters. Seasoned management and employee base (former GE/Harris entity). No debt, good management of cash including a recently announced share buyback (10%).

Kicker: Identified as a prime target for a private takeover. If somebody does buys it, the price should be at a good premium due to the excellent cash/balance sheet.

They make the best wireless chipset around, and with 802.11n very nearly standard, ethernet cables will be collector's relics along with vhs tapes and atari joysicks.

Seems undervalued with good growth and sound financials. Stock buyback should increase share value.

This company has excellent growth potential and will fly out of the gates.