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

To: sanjay das who wrote (9955)1/8/1999 12:45:00 PM
From: Jim Oravetz  Read Replies (2) | Respond to of 11555
 
IMHO, this more likely the reason for the run-up -- Headline from todays WSJ ($) site:

Personal-computer unit sales jumped 41% in December, outstripping expectations, but their average prices dropped.

More PC sales translates into more SRAM sales for IDT and maybe even PROFITS. I don't think the price jump is in any way related to the lowly WC CPU and the lower ASP.

Jim


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