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Integrated Device Technologies was a semiconductor component
manufacturer. My interest in it began when it acquired ZMDI,
allowing the company to make and synergistically market a wide
range of parts from wired and wireless power components, to
industrial and automotive sensors, to high speed communications
and memory controllers.
IDT was purchased by Renesas in March of 2019. The stock roughly
tripled over the 2.5 years between my initiating coverage and it receiving
the buyout offer. It stands as a prime example of the sorts of
growth companies that I select and how there is often never any
publication from me on them while opportunity still exists.
Updates: |
+1 |
final IDT note | 12:06 24-Mar-19 |
-3 |
regulators, mergers & exits | 09:29 07-Feb-19 |
?2 |
Clearway schedules 4Q18 report and more | 10:06 31-Jan-19 |
+1 |
IDT votes Yes, Parliament No and more | 08:31 16-Jan-19 |
?2 |
welcome to the crux | 10:08 07-Jan-19 |
+3 |
SLB OMIB, IDT rounds third, and more | 12:47 21-Dec-18 |
+1 |
Resonant schedules 3Q18 report and more | 08:55 30-Oct-18 |
-1 |
a history lesson, plus IDTI, BGCP and Golar updates | 08:42 29-Oct-18 |
-1 |
recapping last week and looking beyond this one | 21:01 15-Oct-18 |
+6 |
Renesas to buy IDT for $49 per share & FIT updates | 07:08 11-Sep-18 |
+1 |
IDTI follow-up, VOD OMIB, and website changes | 09:33 04-Sep-18 |
+7 |
A $6b buyout for IDT? | 08:07 31-Aug-18 |
+1 |
new product, FOMC and CTL thoughts | 11:22 21-Aug-18 |
?3 |
Covanta and IDT earnings follow-ups, minor BGC & CTL news | 12:27 31-Jul-18 |
+2 |
IDT 1Q19 report | 17:00 30-Jul-18 |
+1 |
ephemeral opportunity in AT&T and more | 10:31 25-Jul-18 |
?2 |
minor IDT, Fitbit, CenturyLink and UDC news | 12:02 23-Jul-18 |
?3 |
IDT schedules 1Q19 report & more macro musing | 08:36 09-Jul-18 |
+1 |
many new agreements, few opportunities | 07:43 19-Jun-18 |
?3 |
electronics and the trade war | 10:03 04-Jun-18 |
+2 |
IDT Sony win and CVA OMIB | 19:09 07-May-18 |
+3 |
IDT 4Q18 report | 17:45 30-Apr-18 |
+1 |
Fitbit+Google, Resonant 1Q18 schedule and more | 09:33 30-Apr-18 |
+1 |
UDC annual meeting and more | 09:30 16-Apr-18 |
+3 |
Xiaomi selects IDT wireless charging | 15:53 04-Apr-18 |
?2 |
IDT 4Q18 schedule and Covanta followup | 16:57 02-Apr-18 |
+1 |
more product updates: CUI, FIT, IDTI, AES, CTL | 09:14 12-Mar-18 |
?2 |
earnings follow-ups and preview notes | 09:58 02-Feb-18 |
+1 |
IDT 3Q18 results | 17:25 29-Jan-18 |
?3 |
AES schedules 4Q17 report and more | 09:10 26-Jan-18 |
+2 |
CES-inspired macro thoughts | 18:43 15-Jan-18 |
?2 |
IDT schedules 3Q18 report | 16:36 09-Jan-18 |
+3 |
IDTI, CTL and the cloud | 09:18 15-Dec-17 |
+2 |
IDT partnership and more | 08:48 28-Nov-17 |
+4 |
IDT 2Q18 report | 17:16 30-Oct-17 |
?3 |
IDT schedules 2Q18 report | 16:29 12-Oct-17 |
?3 |
minor news and pricing notes | 11:24 09-Aug-17 |
+2 |
IDTI OMIB | 22:15 03-Aug-17 |
?2 |
IDT 1Q18 results | 12:06 01-Aug-17 |
?3 |
IDT schedules 1Q18 report | 18:50 11-Jul-17 |
+2 |
IDT's wireless present and memorable future | 10:58 27-Jun-17 |
?3 |
WPRT, IDTI, INVN and macro | 10:15 23-Jun-17 |
+2 |
Resonant, eMagin and more | 09:09 19-May-17 |
+2 |
IDT 4Q17 results | 17:13 01-May-17 |
?3 |
IDT schedules 4Q17 report | 16:36 10-Apr-17 |
?3 |
stock pricing and the electronics and political horizons | 09:01 27-Feb-17 |
-2 |
IDT 3Q17 results | 16:54 30-Jan-17 |
?3 |
IDT schedules 3Q17 report | 18:33 11-Jan-17 |
-2 |
IDT 2Q17 results | 16:43 31-Oct-16 |
-4 |
Note 7 debacle ripples through the industry | 12:49 11-Oct-16 |
?2 |
IDT schedules 2Q17 report | 16:27 10-Oct-16 |
+4 |
ZTE selects IDT RapidIO and more | 09:21 03-Oct-16 |
-5 |
IDT 1Q17 results | 18:04 01-Aug-16 |
+2 |
ARM buyout implications and IoT | 09:34 18-Jul-16 |
?3 |
IDT schedules 1Q17 report | 17:31 11-Jul-16 |
?3 |
shopping list update | 08:25 30-Jun-16 |
?3 |
my Brexit shopping list | 12:53 24-Jun-16 |
?2 |
IDT bid filing was fraud and more | 13:21 25-May-16 |
+6 |
IDT 4Q16 results | 17:31 02-May-16 |
?1 |
Earnings review and preview | 01:51 02-May-16 |
+2 |
Chinese Investment in IDTI | 13:01 12-Apr-16 |
?3 |
more pick list earnings | 09:12 12-Apr-16 |
?3 |
MWC Day 1 | 08:42 22-Feb-16 |
+4 |
new pick list stock | 12:14 03-Feb-16 |