SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : IDTI - an IC Play on Growth Markets
IDTI 48.990.0%Mar 29 5:00 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Hightechhooper who wrote (2072)3/12/1997 8:08:00 PM
From: Rob S.   of 11555
 
Great posts! I agree that IDTI needs a good full-time IR spokesperson.

My personal opinion about whether their strategic plan will net the desired results is that in general it will. Although I don't expect every product to be a winner, the core technologies they have and are investing in should allow them to be positioned for evolutionary changes in the marketplace. I think these results will become more apparent toward the end of this year and much more so two and three years out. The near term outlook for sales and earnings improvements may not be spectacular but will probably be at the upper end of analysts concensus. I generally agree with your view of this and next quarters earnings based on last quarters bookings and what the company says about current bookings and pricing levels.

Thanks for nice piece of work.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext