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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 (571)2/22/1996 8:45:00 PM
From: olduser   of 1139
 
Tony, I'm very conservative (read despise losing money). For this reason,
I only buy stock in companies I consider to be definite leaders in their
field, say first or second, and should stay there. I also buy for medium-long term.

Microprocessors: Intel, INTC. Nobody else is even on the field.

Custom Logic (FPGA, ASIC, CPLD, etc.): LSI Logic, LSI. Altera, ALTR;
Xilinx, XLNX are good, too, but are sky high. Actually, LSI has
made a good run the last month, too. I missed the boat on LSI myself!
Some analyst was saying things like $100 stock in a year or 2.

SRAM: I think we decided out of favor, but CY and IDTI are the best
companies, IMO.

DRAM: Micron T., MU is the most publicized now, but they're very specialized.
I would buy Texas Instruments, TXN, because they are very diversified.
Their other products are very high quality, also.

Misc.: Motorola, MOT. Very much like TXN. Good products, management. flip a coin.

Standard disclaimer: you're on your own, don't come looking for me, etc.

Cheers,
V

p.s. Sorry to have no real low priced ones (maybe the low priced ones are
such for a reason?).
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