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Technology Stocks : Stock Swap
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To: john shoemaker who wrote (10974)1/29/1998 5:56:00 PM
From: Andrew Vance  Read Replies (2) of 17305
 
*AV* --IDTI has gotten a great deal of good press at the NationsBanc Montgomery Technology Conference this week. They also had a fairly good Quarterly review even though the CEO was unimpressive in his presentation.

Qucik review: 8 quarters of pain as they were getting their act together. They will now concentrate on profitability and share holder value. The microprocessor looks real good along with their 3 other products discussed. They believe some of these products are akin to have stuck a gusher at the oil well. As such they will not be looking to drill new wells but rather maximize the output of the existing well. They are very proud of their bottoms up design library.

IF you want more detailed info, feel free to email me.

Andrew
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