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


To: Rob S. who wrote (7471)3/22/1998 6:02:00 PM
From: country boy  Read Replies (2) | Respond to of 11555
 
Rob and All

Part of IDT's recent strength has been in the perceived erosion of importance of the brand names of component makers. Last week's IBD article talks about Intel's new low end line and the STRENGTH of their brand name that will carry them to success; similarly they discuss the WEAKNESS of the box maker's brand names. This seems contradictory to anecdotal evidence we've documented. What's your take?

CB