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Intersil Corporation Message Board

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  • robertwidlar robertwidlar May 29, 2012 10:18 PM Flag

    Intersil Heading up

    I'm not as funny as Dowboy. :-) The environment for growth in semiconductors is very challenging at the moment. I base this on two facts: 1) most TAM's are over-served at the moment. 2) general state of the world economy.

    The "top 10 growth drivers" will probably see 2 out of 10 kick in. This will likely offset Intersil's shrinking market share in existing markets but will not be enough to power Intersil towards $750M annual revenue any time soon.

    Expect a nice positive bump in the EPS for a while due to last week's op-ex cuts but this won't last forever. So my forecast is for flat revenue for the next 18 months with EPS re-tweaked upwards due to lowering of expenses. By the way that 11% cut was painful. Don't think of 11% of Intersil's employees as dead wood. Not the case. Let's see how my prognostications hold in 12 months.

 
ISIL
12.09-0.45(-3.59%)Feb 5 4:00 PMEST