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Technology Stocks : IDTI - an IC Play on Growth Markets
IDTI 48.990.0%Mar 29 5:00 PM EST

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To: Taut Knot who wrote (11357)3/6/2002 5:48:01 PM
From: Rob S.  Read Replies (1) of 11555
 
IDTI is toward the upper end of its range. Business will get better but a return to previous growth rates or price premiums for parts is unlikely imo. Capital spending on telecommunications will stay under pressure for another couple years. Nice run up. I'm near to taking profits and maybe going short in a while. I think the techs will stay in a trading range. Feverish Spring enthusiasm smothered by cool reality.
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