"Everyone has a plan 'till they get punched in the mouth" - Mike Tyson

June 30, 2014

Fast Facts: IDTI


  • IDTI is a semi company
  • They make chips for cloud data centers, 4G networks and power mgmt for computers
  • The biz is split 60/40 communications/computing
  • 70% of 2013 sales were to Asian
  • Flat Y/Y sales growth, but EPS is growing about 20% over the last two years
  • OCF doubled Y/Y
  • They bought back 2M shares in Q1
  • 30% of revenues are spent on R&D

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