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Technology Stocks : IDTI: More than an SRAM company
IDTI 48.990.0%Mar 29 5:00 PM EST
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To: Steve Lewis who wrote (8)9/25/1997 9:48:00 PM
From: johnny boy   of 70
 
Steve and All,

I like the comments so far on this new thread. I
refuse to ever again place a comment on the old
thread because I cannot live with the title.

With one exception, maybe, and that will be to make
the same annoucement as a good-bye message on the
other.

If we enter an SRAM shortage/price inflation period,
then IDT will benefit and this on top of the diversi-
fied portfolio will translate into pure boom times.
The stock will go through the roof. Cycles, by nature,
repeat themselves. Sooner or later the SRAM curve will
snap back. We'll take it but at the same time we'll
look forward to the time it's impact is simply frosting
on an ever-more-solidly diverse product offering.

I am banking on a solid October. I still expect to see
17 by month's end.



JB


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