SI
SI
discoversearch

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 : ISSI a great opportunity
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Steve Lewis who wrote (543)10/20/1997 10:01:00 PM
From: 5,17,37,5,101,...   of 1058
 
Steve,

I am new to this thread but am active on IDTI thread since I own IDTI.

I agree with your analysis of semiconductor prospects. SRAM prices are stabilizing and, more importantly, the dynamics of the entire chip market are changing. Products are becoming differentiated not by brand (i.e. intel) but by cost and performance. This gives clone chip makers an opportunity to grab market share. They will gain more and more acceptance. The risc/mips processors are also becoming more differentiated into commodity and high value added. Breakthroughs will occur when a company can produce high-value-added products at commodity costs.

I've noticed some insider buying recently in ISSI (along with some selling) which interests me. It may be that ISSI management feels that recent investments in R&D will payoff. Do you have any idea where they have placed their R&D bets?

I also note that ISSI's stock price has been outperforming other semi companies.

Jackson
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News