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

To: flickerful who wrote (4421)	10/25/1997 8:52:00 PM
From: Chi Pan	Respond to of 11555

Agree that IDTI is not a significant SRAM producer. However, did you notice that the stock price of IDTI still moves with CY and ISSI?

To: flickerful who wrote (4421)	10/27/1997 10:45:00 AM
From: Chi Pan	Respond to of 11555

<<yes, i am aware of the index. idt is no longer a significant sram producer, and such a lump grouping is misleading. it is a simple point.>> That index is down further today. All the SEMIs are down today (due to INTEL's price cut?). I think it is wrong to say IDTI is not related to SEMI conductor as a group. I further think INTEL's price cut (although we expected the cut) is negative to IDTI's share price at least in the short term (one or two weeks).