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: 5,17,37,5,101,... who wrote (8820)	6/9/1998 6:03:00 PM
From: Xianming Liu	Respond to of 11555

Jackson: It seems that currently the semiconductor sector in general is in recession mode. In the past few years, the tech bull market have fed too much capacities by both IPO and 2nd public offer. On macro-scale, an important question is how bad and how long the recession will be. If there are way too much capacity, the recession will be so hard and so long that it forces some weaker companies out of business. If that is true, it is really possible for IDTI to move to $5 area. However, I tend to think the recession will not be that hard and long. Obviously, IDTI's own performance and the degree and duration of the recession in semiconductor will decide how long IDTI will trade in single digit. Insiders' buying and selling pattern in semi will provide a fairly accurate current thinking.