IDTI - an IC Play on Growth Markets Message Board

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Technology Stocks : IDTI - an IC Play on Growth Markets

IDTI 48.99

0.0%

Mar 29 5:00 PM EST

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To: Hippieslayer who wrote (5930)	1/21/1998 4:42:00 PM
From: Steve Lewis	Read Replies (1) of 11555

As a long term IDTI holder since early 1996 through early 1997, I am wondering how to play a IDTI move to 15. In the past 2 years it would make sense to sell and buy in again. However the move to 20+ is probably in the cards during the next 18 months, especially if the long term semi cycle plays out (last highs ~ 9/1995 with roughly 4 year cycles) . I will pose this question again (& ask myself) as the prices and cycles within the semiconductor area play out. The current news on the dram/commodity front (or you could can it the Japan/Korea semi business plan "reality check") may signal a return of the industry to a more "normal" pricing scenario.

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