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Technology Stocks : A Discussion re. Memory: MU CY TXN ALSC IDTI ISSI etc.
TXN 161.46+0.6%3:59 PM EDT

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To: Cardin Drake who wrote (102)12/11/1996 3:58:00 PM
From: Harold Engstrom   of 138
 
With the recent upturn in the book-to-bill numbers, that is a pretty odd comment. The outlook seems brighter and for IDTI in particular because of its diversification into uP and specialty memory and switching technologies. Dean, I think you could have jumped in a bit earlier, but I also think IDTI is a solid company with excellent prospects. If you have the capacity for patience then I think you will do excellently - whether IDTI realizes its potential in one month or a year. All the best,

Harold Engstrom
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