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

To: Sueponine who wrote (10744)	4/27/2000 1:47:00 PM
From: musea	Respond to of 11555

Sueponine, You wrote: Looks pretty good. Thanks for the information. Yes, it does look pretty good. I think I will stand pat for the time being (I have a pretty large position in IDTI right now) rather than selling off a chunk. I had thought to sell off enough to pay for my original investment, for psychological purposes. Playing with the house's money, so to speak. -musea

To: Sueponine who wrote (10744)	6/19/2000 12:57:00 PM
From: Sueponine	Read Replies (1) \| Respond to of 11555

Now this looks pretty happy to me. SSB raises price target for IDTI to $80. Integrated Device Technology (IDTI) IDTI: Raising Estimates and Price Target 1H (Buy, High Risk) Mkt Cap: $5,601.6 mil. June 19, 2000 SUMMARY * Integrated Device Tech. continues to see extraordinarily strong business conditions. While top-line growth is impressive, even more important for investors is the product mix rapidly shifting from commodities to largely proprietary communications memories. * Of the company's segments, communications components is the largest (41% of revenues), fastest growing (up 64% this year, we forecast), and most profitable (greater than 70% gross margins). This mostly includes four types of application-specific memories, but also has Ethernet and ATM interface chips, and network switches. * Given the very strong outlook, we are raising our fiscal June) Q1 EPS estimate from $0.47 (versus $0.09) to $0.50 and 2001 from $2.10 to $2.20. We are also raising our price target from $65 to $80, 35x fully-taxed C01 EPS. Later. Sueponine.