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: Dale Knipschield who wrote (9811)	11/2/1998 11:37:00 AM
From: Michael D. Christian	Read Replies (3) of 11555

A quick review of the Quality homepage makes it appear like there is some potential here, maybe a "double" but not any "homerun potential". If they can consolidate production into existing IDTI facilities, to better utilize existing IDTI fab capacity and lower the cost of both companies (by shutting down excess/duplicate operations at Quality), and then take advantage of some net new design potential that Quality has been investing in, then maybe if the market for network products resumes there could be some incremental benefit? We certainly need more creativity by IDTI management to enhance their future, this approach may be helpful but does not seem to be a solid recovery plan in itself. In the meantime, I suspect the stock will sink some because of this.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next