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

To: stevebro who wrote (7719)4/5/1998 12:51:00 PM
From: Chris Nevil  Read Replies (2) | Respond to of 11555
 
Barron's "Plugged In" column (4/6, p. 51) throws us a curve, discussing a chip newsletter's remarks about "approaching overcapacity" for Intel-compatible microprocessors and naming the three usual suspects (NSM, AMD, IDTI). It says the primary glut will be at the low end. Also goes on to mention a possible IBM investment in AMD.

My sense from the many outstanding posts on this board is that the price pressure is already taken into account in IDTI's plans, but will the market see it that way come Monday morning?

CN



To: stevebro who wrote (7719)4/5/1998 3:17:00 PM
From: Frank Povoski  Respond to of 11555
 
I agree that this time of the years is historically week, but you also have to consider that the group has been extremely weak since October, so we may not see a substantial retrenchment. I am also thinking about lightening up, but to short the group will not result in any large gain here and you may miss the summer move up when it starts. Look at the market this year so far, everyone thought it was going nowhere, when we have had a 15-20% run.


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