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: musea who wrote (10332)	6/23/1999 11:36:00 PM
From: Jim Oravetz	Read Replies (1) \| Respond to of 11555

From the latest 10Q, I found these tidbits... At the peak of demand for IDT's SRAM products, sales of SRAM and related products accounted for approximately 45% of IDT's revenues. ...For other IDT products, when comparing Q3 1999 to Q3 1998 sales of communications products, SRAM and logic declined in Q3 1999 compared to Q3 1998, primarily reflecting an ongoing period of product oversupply, related contraction of inventories held by customers, and continued economic uncertainty in the semiconductor marketplace in Asia. Also during the intervening period, IDT effectively exited the market for personal computer SRAM cache memory. I could not locate a solid #. IMHO, the % has been reduce to something in the 20-25% range. I thought it is interesting that SRAM pricing got so bad that IDT "effectively exited" the PC cache area. PC's still make up a good portion of the total $ spend on IC's. Not sure what is really meant by "effectively" -- do they not make any SRAM's (i think not) or maybe they just do not target PC makers or better motherboard makers, with their salespersons and representatives. Too bad, money to be had. Jim