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: SemiBull who wrote (11415)	7/29/2002 1:37:06 PM
From: Rob S.	Read Replies (1) of 11555

Yep, IDTI is on the right course in negotiating these tough times of their customer's end markets. The overall strategy remains sound: high speed networking, analysis and wireless products will increasingly find IDT parts attractive. The number of design wins should continue to increase even though the usage of individual applications may remain in the dumps for a long time and prices under more than average pressure. Tight cost controls are the order of the day. The dependence on Cisco should not prove to be problematic imo. Cisco has done relatively well because it has picked up market share. Some competitors are on unsettled financial ground that works to their advantage.

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