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: Andy H who wrote (11290)	12/7/2001 2:17:02 PM
From: Rob S.	Read Replies (1) of 11555

Read some of my earlier posts on this thread. This is a longer duration, major bear market for semiconductor products and telecommunications parts in particular. Even when demand levels off the pricing pressure is likely to remain due to overcapacity and end user market forces. IDTI is well positioned for the long term with many strategic parts that are more proprietary or limited have competition. However, performance is not as important to end customers in relationship to price. Jonothan Joseph and other analysts lowered their ratings and forecasts on IDTI. This should have come as little surprise to them as it has been plain to see for some time.

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