IDTI - Dark Horse For '96 ? Message Board

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Technology Stocks : IDTI - Dark Horse For '96 ?

IDTI 48.99

0.0%

Mar 29 5:00 PM EST

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To: BULL who wrote (1009)	3/21/1996 10:28:00 PM
From: Norrin Radd	of 1139

Adam, I think people put too much emphasis on the DEC comments. Also, according to CNBC today, the statements made by Altera about their business from Cisco were MISINTERPRETED! Altera expects higher revenues from Cisco compared to last quarter, although lower than expected and this is most probably due to Cisco building up chip inventories which they are now unwinding just like Intel did. Cisco is only 5% of their business. I think this has created a buying opportunity for me to get back into Xilinx and/or Altera and also to buy Cisco or BAY because they have all been hammered due to people assuming that Cisco's business was falling off. It isn't! I made a lot of money a month or so ago on Xilinx and have been wanting badly to buy it back at the right price. Also STAC jumped 14% today on 1.5 million shares which is huge volume - ave. daily volume is around 330,000. Smith Barney came out with positive comments. I own STAC and their new Replica product has just recently won a bunch of awards.....I didn't look at BBA, but I will now - thanks for reminding me. Go horse! B rating is very nice and very telling on IDTI.....

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