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: mike wood who wrote (4188)	10/15/1997 11:31:00 AM
From: Rob S.	of 11555

On a day when most tech stocks and particularly the semi stocks are down a lot, IDTI is doing very well. We shouldn't see a sell-off as the techs pull-back and may see IDTI rise toward 15 when the market returns to sanity after the big "surprise" of Intel's shortcomings. Intel should be given the "Golden Globe" award for ackting during their conference call - they have slid out (obsuration and denial) from the fact that the competitive landscape for the core PC marketplace is shifting dramatically. The effects of this shift are just starting to be felt in Intel's bottom line. As Cyrix/NSM, AMD, and IDTI ramp up production to the millions of parts per quarter, Intel will lose market share and margin.

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