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: Donald B. Fuller who wrote (9225)	7/22/1998 2:02:00 AM
From: kash johal	of 11555

In all the doom and gloom let me shine some positives. IDT had no chance with the WC as a competitive desktop machine and their inhouse process just doesn't cut the mustard. If they had produced mass quantities of slow WC the prices would have been in the $20-40 ranges and they could have lost the company. At least they are realsising their mistakes and acting before destroying themselves. If IDTI follows thru on the rumours: Slash outdated fabs, increasing utilizition at Portland. Refocus WC to outside fab at IBM to have some chance of adequate price/performance. I think these are necassary steps they must take. Hopefully they will also focus on integrating the WC with cache, graphics etc and compete for low end. They would be a great acquisition/partner for someone like ACER, Japan Inc Micron, etc. Or a partner for someone like S3, Cirrus etc. My advice is for folks to buy in - when the knee jerk reaction hits. This stock will be a steal at $5 range. Just my opinion. Good luck ereryone. Kash

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