IDTI - an IC Play on Growth Markets Message Board

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Technology Stocks : IDTI - an IC Play on Growth Markets

IDTI 48.99

0.0%

Mar 29 5:00 PM EST

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To: Hightechhooper who wrote (2097)	3/15/1997 11:18:00 PM
From: Dexter	of 11555

K, good job on the posts and well written too. I think that the April conference call will also incorporate the revised budget expectations generated out of the Board of Director's meeting this month. There are at least 3 significant projects underway which I believe have previously been discussed with analysts at some of the recent technology conferences over the last 6 months--anyone have details on what areas the Company has been targeting? I believe that IDT, like Cypress sets up small groups of engineers and "turns 'em loose". Some of these are focused on the ATM market, but my bet the others are more of a ASIC type product and the K6 from AMD might find a number of "friends" in several niches of the semiconductor market. VLSI has previously indicated they would support development of chipsets around this device and there are any number of other companies out there who have been roughed up by Intel during the last 2-3 years. I think that $15/share for IDTI is a lock by the end of ApriI. Micron's earnings release on Monday could have somewhat of a boost here as well if they cite increasing orders and improving pricing.

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