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: Rob S. who wrote (9509)	9/4/1998 12:59:00 PM
From: Michael D. Christian	Read Replies (2) \| Respond to of 11555

Hi Rob, I am considering buying in under 5 in hopes of averaging down past purchases. This is based on not just IDTI being down, but in quick reivew many other semis down also. My hope (?) is that IDTI can recover back up to the 7 to 9 range later on (months to quarters), based on business excluding WINCHIP. I am not going to assume WINCHIP to be a success, and I will assume that it may actually get written off (for my own conservative analysis). Would you expect from your view that this scenario would be plausible (recovery to 7 to 9 based on products excluding WINCHIP), in the next 18 to 24 months?