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

0.0%

Mar 29 5:00 PM EST

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To: Rob S. who wrote (10195)	4/13/1999 12:49:00 PM
From: musea	Read Replies (1) of 11555

Rob, Thanks for the well-thought-out reply. It appears then that there is no easy fix for IDTI. The various pieces of the business are either potentials or moribund or insignificant. What then sustains IDTI at all? What I have been hoping for (and perhaps getting, you never know) is that IDTI will stake out small but viable niches in the various markets it targets. For example, the switching chips and ClearLogic, provided they can expand their reach to make them more interesting. Centaur is kind of a mystery, because there appears to be a continuing market for their seemingly uncompetitive chips. I suppose it's the absolute low cost market. National is a non-issue, as far as I can tell, and AMD is too busy falling on their own swords to pose much of a threat. My guess is that I should rotate out of my IDTI during cyclical peaks. I've kept it for so long that I've forgotten why I continue to keep it. It's a small-enough stake that I don't keep tabs on it regularly, but I need to clean house now. -musea

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