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: Chris Tomas who wrote (10228)	4/20/1999 8:13:00 PM
From: Hippieslayer	Read Replies (1) \| Respond to of 11555

winchip??? shipments down??? wher does idti stand with winchip???

To: Chris Tomas who wrote (10228)	4/21/1999 1:35:00 AM
From: musea	Respond to of 11555

Chris, I would be more excited if I didn't remember that there were a lot of write-downs in previous quarters. Be that as it may, it is still a very positive thing to beat estimates by almost 4 cents, and certainly all the analysts were aware of the write-downs so they should already have been factored into their estimates. If I were the investing community (which is a howler if you know me) I would be interested in seeing a string of profitable quarters, not necessarily beating estimates but showing sustained profitability. Then I would jump in with both feet. I have demonstrated to my satisfaction that I cannot predict short-term trends. Fortunately, the market seems to agree with me most of the time in the long term. -musea