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

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Mar 29 5:00 PM EST

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To: James T. who wrote (4538)	11/1/1997 6:04:00 AM
From: William B. Kohn	of 11555

Coupling the rosy forcast for semi's in general with the broad spectrum of intelligent product diversifications made by IDTI provides us all with a ray of hope in this troubled market. When you consider that these new products are in markets where margins are much higher than we are looking not at 30% growth but perhaps 100% growth in profits on a fully absorbed basis. The story of IDT's expansion with the C6 has us captivated now, but I believe the even bigger story is the gate array story they recently announced. They may have a potential huge market, without any competition and tremendous price potential. The margins may be beyond those we can now comprehend. Perhaps someone with better understanding here can put this business into perspective for us. willyb

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