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

To: Chi Pan who wrote (4415)10/25/1997 6:42:00 PM
From: Hippieslayer  Read Replies (3) | Respond to of 11555
 
I need some clarification. What percentage of IDT's business is dedicated to SRAM. WHat percentage of income is derived by SRAM sales?
It was my belief that IDT has drastically lowered their dependence on SRAM. So, if the previous sentence is true, will a softening in sram prices really affect IDT?



To: Chi Pan who wrote (4415)10/25/1997 9:04:00 PM
From: Rob S.  Read Replies (2) | Respond to of 11555
 
Here is Lehman Bros's report on DRAM and SRAM pricing. DRAM is down 11% while SRAM is stable. The "normal" price curve for DRAM is a decrease of over 30% per year.

lehman.com


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