newbie, In Investor's Business Daily, on Tues. in the investor's corner there were some very positive comments on IDTI from Michael Murphy of California Technology Stock Letter. On semis, have you noticed that some of the multimedia stocks seem to be bucking the trend recently, particularly SIII and TRID? Now, just to cover my multimedia bases, I own BTRE, SIII, & TRID. On SRAM, frankly, I just don't see SRAM demand falling off anytime soon. Companies like ALSC are even adding DRAM products to their product line. On the equipment side of the equation, I like how LTXX is behaving lately, it has recently been upgraded by Lehman from "outperform" to "BUY" and estimates were raised. Their 1 yr. price target is $20. Mike Murphy thinks IDTI can go to $30! Oh I hope he (& we) are right..... |