Silicon Investor (SI) -- The First Internet Community

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 -- Ignore unavailable to you. Want to Upgrade?

To: Jim Oravetz who wrote (10331)	6/23/1999 11:06:00 PM
From: musea	Read Replies (1) \| Respond to of 11555

Jim, Thanks for the information. re: Perhaps this why IDT has run up recently. CY and IDT have always been closely compared since they both produced SRAM's. IDT is now moving to reduce its dependence on SRAM's, but it still makes up a significent portion of rev. It is possible that this is the reason. I've also regarded IDTI and CY in the same gang - the gang that couldn't shoot straight. For the record, I am a long-time holder of IDTI and I've never owned CY. But if the association leads to a 52-week high, I will take it. The percentage of IDTI revenue that is attributed to SRAM has definitely been decreasing. I am not aware of the percentage. Do you happen to know off-hand? Thanks. -musea