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

To: BigBull who wrote (9556)	9/9/1998 12:16:00 AM
From: Rob S.	Read Replies (4) \| Respond to of 11555

"Duh, we didn't see it coming". "We couda got some cheap foreign capacity lined up or waited until we had some products to cram through a facility but we decided a few years ago to build the Oregon fab anyway." "Now that capacity is worth 40c on the dollar that we paid for it and is growing outdated by the quarter, we need to write down an increasing amount of the bungled expense." At least we are getting some truth, if not down to the bone reality. When will the write-offs and under-performance end? Maybe it's past due for Perham to go.