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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 (8493)5/25/1998 2:16:00 PM
From: neverenough  Read Replies (1) | Respond to of 11555
 
Rob, Thanks for confirming my feelings. I think a shake-up at the Oregon Fab is in order, if management can't get production up to full speed, then IMO some heads should role.

IDT has a great product, and the outlook now is better than ever yet were trading at the same price we were 2 years ago. It's to say the least a bit frustrating. IDT need's to get their act together NOW!

>>To take advantage of that, I will be investing in the semi and semi equipment sectors in July and August<<

I have started to accumulate stock in SFAM, PLAB, and continue to buy CYMI. I may be a little early but I have a 2 to 3 year time frame, so in the end I should be looking good regardless of what IDT does.

Nigel



To: Rob S. who wrote (8493)5/26/1998 10:59:00 AM
From: Henry Myers  Read Replies (1) | Respond to of 11555
 
Rob,

Re Oregon fab

Do you have any idea of what might be the nature of the problems if indeed they exist?

While I am not an expert on such things, it is difficult to envision specific problems of a kind that would be so difficult to correct.

Henry