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: Robert Einstein who wrote (8840)	6/11/1998 9:01:00 AM
From: OldAIMGuy	Read Replies (1) of 11555

Hi RE, I guess there's always that possibility, but I think it's remote at this point. They aren't loosing much money right now and cash flow hasn't been bad. Price/Book Value looks good and if you divide Price by Earnings + R&D expense, it also looks cheap compared to other semi stocks. As others here have pointed out, those R&D dollars have to eventually turn into PRODUCT SOLD PROFITABLY before we get any return as investors. This is IDTI's dual Aversion-Attraction right now. Are they going to Shine or Smell? I'm betting on spit and polish and a nice shine in the future. At this price, I'm just below my break-even point with this holding. I'll continue to average down if nothing changes. On Death Row or in the Market Place, it's the *Execution* that counts!!! Best regards, Tom

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