Here are some...sorry about the formatting.
I did a full text search on :zbt
zero buss turnaround is the technology
elimination of wait states from reads to writes
anyways the search engine only goes back a few
months .
charlie
Subject: IDTI (SRAM)
Reply #3178, Date: Jul 17 1997 6:28PM
IDT said in their conference call that sales turned up a bit in June but that they are
cautious about the summer quarter and project flat to modestly up sales and earnings.
Perham said that ZBT was being embraced as the industry standard for......... (2196
more chars)
Subject: IDTI (SRAM)
Reply #3127, Date: Jul 10 1997 10:58PM
HELLO TECHIES ..ATM seems like a major market focus for idt . How are they
doing? Which ATM vendors(csco,3com,dec,fore,etc.) currently use idt's atm switch
memory and controller products. How about idt's latest offerings,switchstar,which
use........... (104 more chars)
Subject: IDTI (SRAM)
Reply #3075, Date: Jul 4 1997 2:47PM
Patrick, If you know as much about finance as you claim then I am sure you realize
that stock valuation is based on future expected results. In that regard it seems most
relavent to talk about future technological developments and not dwell on........ (4888
more chars)
Subject: CTSL
Reply #369, Date: Jun 27 1997 7:28PM
Techperson; What is your read on the extreme valuation difference between CY and
IDTI? Both have similar near term earnings, IDTI has more sales, fewer shares
outstanding, market leadership in two key niche markets (SMP's and logic),
superior......... (531 more chars)
Subject: IDTI (SRAM)
Reply #2971, Date: Jun 17 1997 4:55PM
JEC, I don't believe they were ever low cost producers of commodity SRAM's
(regardless of what Michael Murphy might think) although their latest versions have
been reduced from 55 sq mils to 28 sq mils, putting them in the quartile of
smallest......... (793 more chars)
Subject: IDTI (SRAM)
Reply #2969, Date: Jun 17 1997 12:17PM
CR, 22% is PC related, but a large majority of this comes from logic products not
SRAM's. As far as IDT getting out of the commodity SRAM business they have stated
publicly that they will take the volume if it is there (and if they have excess........ (713
more chars)
Subject: IDTI (SRAM)
Reply #2644, Date: Jun 1 1997 3:18AM
From May 26th edition of Electronics News: Motorola, IDT Cutting Output Of 256K
SRAMs By Peter Brown Mountain View, Calif.--Two leading memory vendors have
revealed to Electronic News that they are.......... (4578 more chars) |
