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Off The Record: Intersil has a very strong presence in wireless LAN silicon, says Expert Full article published: 06/28/2001     Money Managers, Analysts, Buysiders and Executives


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INTERSIL CORPORATION (Nasdaq:ISIL);

Five analysts and top management from eight sector firms examine the Semiconductor sector in this special 57-page issue from The Wall Street Transcript, available at (212/952-7433) or http://www.twst.com/info/info377.htm

“In my opinion, Greg Williams of Intersil Corporation has done one of the best management jobs in this industry,” says a leading analyst. “He has done a fantastic job of penetrating a very large market opportunity, namely the wireless LAN chip-set industry. He has about 70% market share. Williams has also done a good job at increasing the strategic position of his company. He is not only focusing on the wireless LAN opportunity, but also divesting some of the less sexy, if you will, parts of the business. Intersil sold its power discreet business to Fairchild for about $350 million. This not only increased the revenue growth of the company, but also the profitability. They eliminated their debt and increased their cash position. I think that Williams has done a tremendous amount toward furthering the strength of the company.”

“Intersil is one to watch,” adds another semi expert. “They have a very strong presence in wireless LAN silicon. Williams has done an admirable job.”

This special issue includes:

1) Semiconductor - In an in-depth (5,500 words) Analyst Roundtable, Eric Chen, Senior Analyst at JPMorgan H and Q and Joseph A. Osha, top ranked Analyst responsible for covering the semiconductor industry at Merrill Lynch Global Securities, examine the outlook for the sector including, inventory levels, future outlook for smaller companies and share specific stock recommendations.

2) The TWST confidential Off-The-Record survey of management performance at twenty-three sector firms asked market insiders about the ability of management teams to create shareholder value.

3) Outlook for Semiconductors - In an in-depth (3,000 words) Analyst Interview, Dan Scovel, Semiconductor Analyst with Needham and Company, examines the outlook for the sector and shares specific stock recommendations.

4) Semiconductor Industry Overview - In an in-depth (2,000 words) Analyst Interview, Arun Veerappan, Managing Director at Robertson Stephens, examines the outlook for the sector and shares specific stock recommendations.

5) Semiconductor Stocks - In an in-depth (1,900 words) Analyst Interview, Jonathan Joseph, Managing Director at Salomon Smith Barney, examines the outlook for the sector and shares specific stock recommendations.

6) CEO interviews (average 2,500 words). Top management of eight sector firms examine the outlook for their firm and the sector.


Tickers included in this excerpt: ISIL

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This interview is a small excerpt from a comprehensive management survey published in The Wall Street Transcript on 06/25/01. For more information call (212) 952 7400. The Wall Street Transcript does not endorse any of the comments made by interviewees, and does not make stock recommendations.

Copyright 2001, Wall Street Transcript Corp.

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