Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Charlie Tuna who wrote (8762)	6/6/1998 12:33:00 AM
From: Jaime H. Ayalde	Read Replies (2) \| Respond to of 11555

This RULE has kept me (Luckily) from buying such great bargains. Trading Tips Presented by: SURETRADE.COM ** Average Up, Not Down Trading or investing is about playing the probabilities. Let's assume you spot an attractive investment and place a large order. If you are wrong in your analysis, the results could be disastrous. However, if you instead place a small order and you are wrong, you minimized your risk. If you placed the small order and are correct in your analysis, then add to your position. Professional investors average up; amateurs average down. I loved IDTI at 22 (and Bot) after seeing it at 34 a short months earlier. At 16 do you add to your position? (With my vision of fusion and $30 megachips I BOT MORE) With all do respect for the thread, --- you do not reward pain or you will get some more. You reward what you want to re-occur. As the "great one" said BUY HIGHS and SELL LOWS. For those that will surely think "What is this character saying?" It is not Buying high selling low but listening to the market and Buying HighS and Selling LowS, the operative words being "Low" and "lows" mean very different things. Never fight the wave as you are one miniscule ripplet in a sea of waves and tides. BOOK VALUE AND EXPECTED BOOK VALUE 24 MONTHS FROM NOW HAVE BECOME THE SUPPORT LINE FOR THIS ISSUE. SUPPORT DOES NOT MEAN THAT IT WILL TRADE UP BUT REST AT ITS ANGLE OF TIME & PRICE. So 6 to 6.25 within 30 days?

To: Charlie Tuna who wrote (8762)	6/6/1998 2:19:00 PM
From: Rob S.	Respond to of 11555

One advantage of IDT's alliance with IBM (the same is true for AMD and NSM) is access to Big Blue's copper interconnect technology. This should become a factor around the year 2000 or 2001 when designs move to 0.18 micron and speeds move past 400 Mhz. Both Cyrix and AMD have had a year to gain more experience in developing higher speed versions of their parts. Both of them had problems in the early versions of the 6X86MX and the K6 - low yields and lower speed grades than Intel. It has only been a few months since AMD and Cyrix have fixed their yield problems. That's not an excuse for IDTI. In fact it makes it clear that IDTI cannot afford to make mistakes and must ramp up speed grades faster than the competitors relative to where they have come from. The onus is on IDT to perform under extreme competitive pressure. We will know how this works out by the end of the summer. If IDTI offers lower than expected speed grades and meager quantities and more excuses, then you can just about kiss their gambit goodbye. If, on the other hand, IDT executes well, the results should finally be more in line with investors previous expectations. ----------- They say that they now have the facility built-out and staffed to the degree needed to ramp production to much higher rates and have gained experience and training needed to move quickly. They plan to get the bulk of production out of the Oregon fab rather than through IBM. If needed, IBM can pick up the shortfall in production if Oregon runs into problems. It looks like they have a plan and a backup (IBM) to increase production to handle a major OEM or two as early as this fall. Some of IDT's success will depend on how well AMD does. If AMD successfully promotes the 3DNow! technology, IDT should be able to ride on their coat tails this Christmas. There is an excellent chance that AMD will have a real winner in the consumer market. AMD plans other offerings late this year to go after the server and workstation markets with targeted offerings. IF IDTI can deliver 240 and 266 Mhz speed grades and the performance is what they say (similar to K6-2), then the parts should sell well in the consumer market against P IIs. A richer yield at the 266 Mhz grade will help assure that the parts will sell for a nice ASP.

To: Charlie Tuna who wrote (8762)	6/8/1998 12:06:00 AM
From: Charlie Tuna	Read Replies (1) \| Respond to of 11555

On the Value of IDTI: Note vv does NOT recomend buying .. In fact it recommends selling.. But the question of value has been raised so here is a piece from vv: (note it probably does not take into account the pre-announcement) vv site: vectorvest.com PRICE: IDTI closed on 05-Jun-1998 at $7.30 per share. VALUE: IDTI has a Value of $13.70 per share. Value is the foundation of the VectorVest system.It is a measure of what a stock is currently worth. Value is based upon earnings, earnings growth rate, dividend payments, dividend growth rate, and financial performance. Current interest and inflation rates also play an important role in the computation of Value. When interest and/or inflation rates decrease, Value goes up. When interest rates and inflation increase, Value goes down. Sooner or later a stock's Price and Value always converge. RV (Relative Value): IDTI has an RV of 1.37. On a scale of 0.00 to 2.00, an RV of 1.37 is excellent. RV reflects the long-term price appreciation potential of the stock compared to an alternative investment in AAA Corporate Bonds. Stocks with RV ratings above 1.00 have attractive upside potential. A stock will have an RV greater than 1.00 when its Value is greater than Price, and its Relative Safety (see below) and forecasted earnings growth rate are above average. In some cases, however, a stock's RV will be above 1.00 even though its Value is well below Price. This happens when a stock has an exemplary record of financial performance and an above average earnings growth rate. In this case, the stock is currently selling at a premium, and the investor is banking on future earnings growth to drive the stock's price higher. This information is very useful not only in knowing whether or not a stock has favorable price appreciation potential, but it also solves the riddle of whether to buy high growth, high P/E, or low growth, low P/E stocks. We believe that RV ratings above 1.00 are required to consistently achieve above average capital gains in the stock marke Let us hope the FTC bites Intel real hard and that Acer follows thru with the x86 everywhere plans Charlie