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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: Lockhart who wrote (8755)6/5/1998 9:09:00 PM
From: Xianming Liu  Read Replies (1) of 11555
 
The book value you stated has not reflected the incoming $25-$45 M write-off. For high-tech companies, book value is not very good indicator of the value. The IPs are more important. Take a look at MSFT's book value and think about its IPs will make the point more clear. One company, STMD had a book value of $8-$10 in 1996. But it just keeps losing money each Q. It's book value is much less than it was in 1996. The stock is even cheaper.
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