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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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To: Tony Harper who wrote (555)2/22/1996 3:37:00 PM
From: olduser   of 1139
 
Tony, whoa, is it my post #544 that you mean when you say you'll
"...try ALTR or XLNX as suggested"? What I was getting at when mentioning
them was that they had bucked the trend in which semis have been
mostly drifting or going down. I would caution that both ALTR & XLNX have gone up a lot
in the recent short and medium terms, and, both have much higher
P/E ratios than the highest quality American semi companies (IMO
INTC, TXN, MOT and LSI).

Any bad news about either could tank both. Again, I don't know of
any on the horizon, but, I work at a computer, not a semi company.

That's my disclaimer for today. Good Luck.

V
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