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 : IDTI - Dark Horse For '96 ?
IDTI 48.990.0%Mar 29 5:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
From: Alden Pratt2/22/1996 7:56:00 PM
   of 1139
 
Visalia, I really appreciate discussion by you and others on the
engineering and specifics of this industry. I must have been
kinda depressed that day. Since I am an economist and computer
operator and not an engineer I tend to focus on fundamentals,
value, comparative competion, and industry trends.

I've been trying to get into the minds of the big-fund managers
and am wondering why they don't drive IDTI up some more. It is
probably because the PE and industry concerns don't warrant it
at this time. I do think that they are all-in at an average
price of $12 and would like big profits, but want to wait & see
what results the current and/or next quarter will bring.
If results are good we can all realize good returns. If not so
good it is possible the funds could sell & possibly repeat the
January trick or treat episode. The analysts have already taken
the lower path into account so I like to remain optimistic.
With the volume they command the funds could drive this one any
day either way, the only question being who gets in/out first
and how much. I believe they and hopefully the public are
accumulating at $12 and do not like the downside either.

One could compare this industry to the disk drive makers which
has products getting less & less expensive while quality and
manufacturing processes get better & better, meanwhile profits
increase & stay healthy, and some consolidation occurs.

Regards & best wishes,
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News