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


To: LarryS who wrote (7448)3/19/1998 6:51:00 AM
From: johnny boy  Read Replies (2) | Respond to of 11555
 
ACER, yes, this has been my pet theory for some
time now. I still hold out hope that it will
materialize. Sounds like a great idea, but
I'm just a voice in the wilderness on this one.
JB



To: LarryS who wrote (7448)3/20/1998 11:48:00 AM
From: Gordon Quickstad  Read Replies (1) | Respond to of 11555
 
<<Note to analysts.....come on guys, where are the upgrades??? >>

I'm sure IDTI is on everybody's radar screens. The PE multiple is very high because the earnings haven't kicked in yet and expenses are high in doing all the R & D. There's yield risks and the risk of being a non-dominate company. That being said, it would be nice to get some speculative mentions from some analysts.

I'm back in again but I'm usually show up at the party too early. I keep thinking that I can snack on hors d'oeuvres before the crowd arrives but I usually find out that they don't set them out until everyone starts showing up. I guess they're on to me.