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

From: Rob S.	4/2/2002 11:52:10 AM
	Read Replies (1) of 11555

This board has been very quiet recently. I think IDTI and several other semiconductors are vulnerable through this summer. Corporate sales of IT hardware and software is not picking up as many had expected. The communications sector continues to see cutbacks in capital equipment spending that will effect chip sales. The overall economy is improving but there is still slack in the high tech electronics sectors that may take several more quarters to work through imo. In general, pricing levels for chips will remain low. IDTI has many leading edge parts that go into the hottest selling segments and equipment. However, I think expectation for improvement is currently too high. Despite improvement in the general economy, the driving sectors for semi sales, particularly for leading edge, specialty segments such as communications, T&M, and Gbit ether net, will lag well behind.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next