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: JDN who wrote (10809)	7/27/2000 10:34:19 PM
From: Jim Oravetz	Read Replies (1) of 11555

Watch out train wreck! I'm not longer in IDTI, my .02 says this issue was clobbered way too hard today. NOK and ERICY warnings certainly hurt almost all semi stocks. I'm not sure about NOK, but ERICY equipment division is stamping out more and more products(and profits) that use things like IDT SRAM's. ERICY phone division is sucking wind and hurting profits. I do not believe IDT has much exposure to cell phones, just comm. infastructure equipment. This issue will rebound quickly. edit: Ericsson, the world's largest maker of cellular phone networks, announced last week that a lack of parts could cause losses in its phone-making unit in the third quarter. According to DDI, which specializes in speeding the average time to market of technology products, the average life cycle of telecommunications equipment is six to nine months. Flextronics International, one of the largest electronics manufacturing services companies, introduces a new product for Cisco Systems every three days--and the company expects to double its Cisco business in 2001. Message 14120213 IMHO,Jim

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next