- 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
June 30, 2014
Fast Facts: IDTI
Subscribe to:
Post Comments (Atom)
Reminder:
All ideas shown on this blog represent the authors opinion based on the data available.
No comments:
Post a Comment