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Technology Stocks : IDTI - an IC Play on Growth Markets
IDTI 48.990.0%Mar 29 5:00 PM EST

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To: Hippieslayer who wrote (5770)1/16/1998 10:42:00 AM
From: flickerful  Read Replies (1) of 11555
 
as to len....

he was fine except for those "phumphers" like:
i didn't really look closely ( re: shrinking receivables, increasing
outlays) and the R&D cutback ( we will see it drop because we
spent alot develping new products and now we have them in
place or something like that)...
he neglected to emphasize the enormous expenditure relative to
IDTI size these last couple of years with an eye toward repositioning.
but that seems harmless enough, though it would have been nice if he could have had a pithy reply when Haines asked what the CPU did...
oh well.

he came off very calm and credible however, if a bit amorphous in some replies. i feel his appearance was overall a plus, if not a glowing
and provocative splash. what can you do...
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