IDTI - an IC Play on Growth Markets Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : IDTI - an IC Play on Growth Markets

IDTI 48.99

0.0%

Mar 29 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Hippieslayer who wrote (9149)	7/12/1998 9:45:00 PM
From: 5,17,37,5,101,...	Read Replies (2) of 11555

Fugazi, I wouldn't call it a crap shoot, just riskier than the average investment. IMHO, Tuna is right. PC right now is where TV was 30 years ago, and INTC is in a similar position to MOT's, ZE's and RCA's position then. All decided eventually to get in other businesses. IDT is poised to profit from this change in fundamentals. As long as PC prices come down and sales increase, IDT will win. Still WC is a small part of the equation, despite looming investment in ramp. Communication IC's should continue to grow at 30%. IDT is also poised to profit from this as long as their products remain competitive and pricing improves. IDT is a very large percentage of my portfolio and that may not make sense today or ever according to portfolio theory or my own tolerance for risk, but investment in IDT is sound as part of a diversified portfolio for those can tolerate the risk. Jackson

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next