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: Robet Butkus who wrote (8529)	5/29/1998 2:43:00 PM
From: Rob S.	Read Replies (2) of 11555

INFRAS has loved IDTI for some time and even predicted a target price of around 36-40 about the end of the year. INFRAS is very close to the semi equip guys and gets tainted by their self-serving "the industry perpetually needs more capacity" propaganda, IMO. I love IDTI at these prices and don't expect it to go much lower. Still, I won't be that surprised if IDTI moves down if the semi industry gets pounded severely (irrationally) this summer. That's what investing is all about, buying when most investors concentrate on the bad side of things in a very complex situation. If things play out reasonably, the semi stocks will have some of the best (most profitable) years ever in 1999 and beyond. Rahter than just racking up greater unit sales, they may start printing money like they have been known to do in the past.

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