IDTI - an IC Play on Growth Markets Message Board

STOCKTALK

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 48.99

0.0%

Mar 29 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Charlie Tuna who wrote (10391)	7/16/1999 8:43:00 AM
From: Sridhar Srinivasan	Read Replies (1) of 11555

Charlie: The semi industry is moving towards larger and more expensive fabs that require massive amounts of capitol and excellent mgmt to keep them running full speed. IDTI has neither. Are you short IDTI? Because, one thing that has separated IDTI from the commonplace company (such as CY) has been their focus on product development - R&D investment, even during the downturns. They have prob. the largest portfolio of patents amongst chip companies, next to Intel. A management that has the gumption to invest in R&D, even during difficult periods, can only be termed as visionary, esp. considering the trader driven, quarter to quarter profitability environment we operate it. The two reasons that Mike murphy has been bullish on IDTI for the last four years (R&D investment, good management) are the two that you cite as reasons for potential downfall. I would ask you to re-examine the bases for your conclusions because they seem completely erroneous. Best Regards, Sridhar

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next