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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: Frank Povoski who wrote (7259)3/9/1998 2:20:00 AM
From: Norrin Radd  Read Replies (1) of 11555
 
I agree that the fundamental picture for IDTI looks good. I think SIII may go higher too. ALSC looks good with the impending IPO of the Taiwan wafer foundry, which is also good for SIII.

I am wondering if this sub $1000 PC event is really a good thing for all of the manufacturers.....but you could be right in that IDTI looks well positioned in this respect.
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