Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: 5,17,37,5,101,... who wrote (6085)	1/26/1998 8:19:00 PM
From: Hippieslayer	Read Replies (2) \| Respond to of 11555

Using my tried and true strategy, I strongly believe that idti is in for some real trouble. I see in the near future IDTI trading the 5 area. I predict negative cash flow. I also predict that the company will be hit hard when it is learned that the company produces a special uP that allowed the Prez to alter his voice so that he could call Monica and have phone sex with her. Yep, idti is going to have a very dark winter......... :-) Strategy, don't fail me know!

To: 5,17,37,5,101,... who wrote (6085)	1/26/1998 8:46:00 PM
From: Rob S.	Read Replies (2) \| Respond to of 11555

The stability of IDTI despite the recent run up and pull-backs in some tech stocks suggests you may be right. However, sales and earnings are expected to be pretty flat this quarter before they move up latter in the year. That period of momentum building presents some risk that IDTI will pull back during the next could of months if the market gets rocked or new investors dry up on lack of new news. whether we get a pull-back is irrelevant overal because, IMO, the longer-term trend is up. If the market does pull back, then it will be a time to buy. It is also a good time to buy right now - trying to pick every twist in the stock price is speculative and creates the chance to miss out on a sudden move up. If mutual funds or instituional investors decide to buy at an higher than normal level, something that could well happen, IDTI could move up rapidly. The thing to watch is how well the ramp in production of the C6 and other products is going, the overal BtB, and general trends in the industry. The TA of the semi indexes looks strongly positive at this point. That's pretty significant considering all the pessimism for the tech stocks.