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

To: Hippieslayer who wrote (6585)	2/12/1998 7:55:00 PM
From: Rob S.	Read Replies (3) \| Respond to of 11555

Nice. I get a chuckle out of your posts- they brighten up this thread considerably! I wish some people on all these SI threads would quit harping and would contribute some real research and ideas. Many on this thread have contributed ideas and hard research work - often coming up with very on point articles and posts from other sources. That's the kind of stuff I benefit from and why I value this thread. Over the past couple of years SI often attracts the "vultures" who are never around except when they can swoop down when things are obvious and then say "I told you so". That's easy. It doesn't take much of a brain to say "Duh, gee, IDTI is up. See some time six months ago I said it would go up, now this proves I was right and you were wrong." Trouble with that is that IDTI has been up and down in between. I'll admit that I make mistakes. I won't apologise for statements I made about IDT management having plowed too much money at the wrong time into new shell fabs. I still hold the opinion that the expense could have been delayed until the business and product cycles were more favorable and that using outside fab capacity to augment internal capability would have made more sense. I still think this approach almost certainly makes more sense than a total roll-your-own strategy. I think that IDTI management has come around to my way of thinking, but I doubt that they needed my urging to do so - it just makes good sense. Brian now says that IDTI is evaluating three fab partners and maybe off-loading production of some standard SRAM and other run-rate products. Why doesn't K. and others make some calls to verify or refute what I post? Or even just take a few mouse clicks over to my references and then post what they have found or failed to find? This is my last post to refute the blasts to me. I'll let K. and others dig up whatever they can find to disprove me and then let everyone else decide what to take as valid and what to dispense with. Flail away guys - Im going to concentrate my time on figuring out how to make money instead (narrow comments from narrow minds).