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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: Charlie Tuna who wrote (9601)9/16/1998 4:39:00 PM
From: Steve Lewis  Read Replies (2) of 11555
 
Keep those interesting items coming. The first item is from theYahoo-IDTI board which tends to to involve tremendous amounts of invective comments. This one has a little less "IDTI is going to hell" feel to it:

< I don't believe that your comments are well founded. IDT does not have tons of debt. It also has approximately 200 million in cash with a market cap of only 350 million. That alone makes the company look attractive. I am a design engineer in Florida and just talked with the local IDT sales person here in the state. I trust his info since I have known him for 8 years both in business and socially. He indicates that SRAM sales are good but margins not so good (that's what happens when every body and their brother goes after one market). He also says that specialty memory sales (dual ports, fifo's, modules etc) are doing very well, as are logic sales. He said that these were actually ahead of schedule. The RISC product line is doing very well especially with their large customers (CISCO, BAY, etc). As far as the WIN chip is concerned, they have some low end design wins, but he expects that their customer base will expand quite a bit when they get the 300 and 350 MHZ versions running. Just thought some info with a more positive spin would be nice for a change.>

...On the other hand I see the market testing the low 7000's again in October which will put pressure on IDTI given their lousy short term & unknown intermediate(3XXMhz) prospects. If they do get into the 3.X range then their net worth will be approaching the cash levels.

Steve
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