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: Rob S. who wrote (11289)	12/7/2001 1:35:00 PM
From: Andy H	Read Replies (1) of 11555

Rob, Are you familiar enough with IDTI biz to know if they are losing slots and market share to others? The CC last night indicated price competition in certain commodity lower margin products that IDTI is using to absorb capacity. Just wondering if this could be a longer term trend reducing longer term margin expectations. Like you I've avoided buying IDTI with all of its customers seeming to be on the ropes. I love the balance sheet and operating leverage IDTI has/had. We know this one can scream if the business returns and we get that semiconductor frenzy again. IDTI $26.13 at 1:34 EST

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