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Technology Stocks : IDTI - Dark Horse For '96 ?
IDTI 48.990.0%Mar 29 5:00 PM EST
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From: Peter Frederich2/22/1996 2:11:00 PM
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At what point will SRAM companies be more likely to turn around? I'm intrigued by the quality of ths company, own a few hundred shares, and like its prospects. Is the SRAM oversupply a potentially crushing thing for this company, or is it merely a short term blip? I've read with interest the concern about L2 cache being placed on the Pentium Pro chip directly, and wqonder if this is the beginning of the end for SRAM. What do you think? also, noticing that only about 40% of IDTI's profits come from SRAM I wonder if you could tell me whether any other products are likely to do well enough to compensate for the SRAM profit loss.
thanks, I value the knowledge of a proven expert on chips.
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