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Technology Stocks : IDTI - an IC Play on Growth Markets -- Ignore unavailable to you. Want to Upgrade?

To: Woody_Nickels who wrote (10351)	6/30/1999 10:50:00 PM
From: Bilog	Respond to of 11555

I agree over the past 2-3 months the activity on the message boards that I frequent seem to have dropped off considerably. I started to wonder if some of the message boards had gone underground. IDTI will have a great run over the next few months based on what is going on in the semi market in general as well as a changing sales mix. Hoping for $16 soon. BILOG

To: Woody_Nickels who wrote (10351)	7/9/1999 2:39:00 PM
From: Ram Seetharaman	Read Replies (1) \| Respond to of 11555

Hai! Ken - I did look up IDTI and I found the following: Revenue - $ 540 million Market Cap - 700 million Expected earnings growth - 22 % R&D relative to sales - 20 % Annual Sales growth - 20 % Pretax profit margin - 15 % IDTI has 2 Moderate buys and 3 Holds for rating. Needham apparently downdraded it from Strong Buy to Buy on 6-23-99. Just like ALSC, IDTI was trading last fall @ $ 4 and eventually hit $ 11. The only lethargy I see in IDTI is their lower pretax profit margin of 15 %, as opposed to Neomagic (NMGC) 19 % and NMGC's annual sales growth of 100 %. NMGC is up 25 % today! NMGC has 1 Moderate buy and 3 Holds for rating.