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: Rob S. who wrote (10258)	5/14/1999 8:56:00 AM
From: Lenny Ehn	Read Replies (2) of 11555

Does anyone else on the thread read INFRASTRUCTURE? In the latest issue, Carl Johnson covers a speech Len Perham made to SEMI recently. What caught my eye was Len's statement that IDTI now gets 65% of its revenue from the communications chip business. The microprocessor, SRAM, and other lines are decreasing. This is good news, as the communications market is growing much faster than the PC market. Maybe there's hope for this thing yet........... Len

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