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

To: Charlie Tuna who wrote (5593)1/8/1998 2:48:00 PM
From: Rob S.  Read Replies (1) | Respond to of 11555
 
IDTI is showing very good price action - it has shrugged off the belated LB downgrade (buy to market outperform) and the bombshell about effects from Asia on Atmels expected earnings. It looks like the market is focusing on the differences between IDT and semis that have substantial Asian business or have commodity products and on future outlook. This reversal and bounce up is a short term bullish indicator and helps to confirm the longer-term chart TA. I think we are headed up.



To: Charlie Tuna who wrote (5593)1/8/1998 5:32:00 PM
From: Charlie Tuna  Read Replies (3) | Respond to of 11555
 
LB reasons for downgrades and lots of other semi analysis:
lehman.com
After reading most of the downgrades it seems that LB is not
trying to do anything but put forth there opinion....IMHO
there opinions are not worth much...maybe that is why you
can read them for free! Anyways IDT gets a good writeup
but is downgraded because it still has lots of exposure
to commodity SRAM....by the time LB starts drooling over
IDT it will be 30 bucks a share.
charlie


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