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Technology Stocks : IDTI: More than an SRAM company
IDTI 48.990.0%Mar 29 5:00 PM EST

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To: Petz who wrote (16)9/30/1997 7:58:00 PM
From: johnny boy   of 70
 
John,

It would be good to know the %. I have no exact idea but
remember somebody posting 20% for SRAM over on other thread?
Is this told in the annual report? It would be good to track
year to year but the feel I get is ever more diversification,
doesn't everybody see it this way?

I'm not a detail guy. My other large holding languished for
many years prior to taking off. I continue to like the apparent
building or rebuilding process exhibited at IDT but I'm simply
getting impatient, a bad quality for a "long" if the fundamentals
seem good. They still seem good to me.

I'm hanging and talking my way through the doldrums for now.

JG
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