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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 (9557)	9/9/1998 12:54:00 AM
From: James Luk	Read Replies (3) \| Respond to of 11555

Very disappointed. Is it too late to sell?

To: Rob S. who wrote (9557)	9/9/1998 1:14:00 PM
From: srvhap	Respond to of 11555

<<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.>> Well at least Perham and IDTI are consistent - They always seem to screw-up and leave us to clean up the mess :(

To: Rob S. who wrote (9557)	9/9/1998 3:06:00 PM
From: Michael D. Christian	Respond to of 11555

If you bake the new numbers into the current financials, what is the new book value of the stock? I'm surprised it didn't drop into the 3.000 to 3.999 range yet? With expenses written off, and revenue expectations dashed, what does the new picture of the company begin to look like? What does the Oregon fab look like come 1/1/1999? What design opportunities are out there? In following VLSI also, they also look grim. Do their communications market overlap with IDTIs? Is IDTIs communications segment in internet or cellular? In looking at many small cap semis, it looks bad all around (LSI, VLSI, CY, ALSC). Any forecast for recovery?