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

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Mar 29 5:00 PM EST

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To: Carey Thompson who wrote (10808)	7/27/2000 6:11:39 PM
From: JDN	Read Replies (2) of 11555

Dear Carey: All the semi's, especially those related to the communications industry have taken BIG HITS past two days. I believe the theory is that more fabs are being built, just at the time ERICY and NOK have announced slowdowns in sales next qtr. IMHO this is a contrived situation. Telecoms are trying to jaw down the license fees. I dont believe those huge orders and backlog have vanished. If you havent sold yet, might be advisable to see what develops next few days. JDN

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