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Technology Stocks : IDTI - an IC Play on Growth Markets
IDTI 48.990.0%Mar 29 5:00 PM EST

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To: Eric Jacobson who wrote (7340)3/11/1998 8:59:00 PM
From: Harbinger   of 11555
 
It strikes me, that despite the need by Compaq,HP,et al. to churn large volumes at the sub $1000 level to be profitable, I would think it a considerable leap of faith by a major OEM to get into bed with IDTI at this point (despite our hopes to the contrary).
I think our IDTI's best bet resides with some initial SEA orders to establish a precedent. "You have to learn to walk before you can run".
Just my opinion, but any thoughts are appreciated...

Harbinger
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