IDTI - an IC Play on Growth Markets Message Board

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Technology Stocks : IDTI - an IC Play on Growth Markets

IDTI 48.99

0.0%

Mar 29 5:00 PM EST

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To: Jim Oravetz who wrote (10639)	12/22/1999 1:57:00 PM
From: musea	Read Replies (1) of 11555

Jim, Good to see the emphasis on comms products. IDTI's process technology has never been leading-edge, but the deficiencies were never so apparent as with the x86 processors. I think that they will be able to make the line size transitions OK as long as they stay away from complex CPUs. I agree with you on the lack of "killer" products or category owners. That is my source of worry. We can continue to look for the rising tide to lift all boats. On the other hand, IDTI is the best-performing stock in my portfolio over the last 52 weeks, and that includes internets. I suppose I will hold for a while longer! -musea

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