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

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Mar 29 5:00 PM EST

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To: patrick tang who wrote (9696)	10/6/1998 7:52:00 PM
From: Rob S.	Read Replies (1) of 11555

IDTI has had several efforts that have been grossly mis-calculated. The only way to go after the uP business is to catch a "window of opportunity" and then ramp new products to continue the sales and production momentum. The half-assed way IDT has executed is laughable except that many investors and employees have been mis-led that this company would some day deliver. It is always next quarter or next year - and now we still don't know if they have taken the pipe out of their mouths and can see through the Bay area haze. They should have done a deal with an Asian partner 3 years ago combined with building a much more modest facility or renovating an existing one. Oh well, what's a few hundred million anyway. In a couple of years IDTI will be able to write off the Oregon fab after never having made a profit. As long as the management gets their stock options and salaries who's to complain? Maybe IDTI would make a profitable company about 1/2 the current size.

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