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: Rob S. who wrote (3578)	9/10/1997 12:41:00 PM
From: Hightechhooper	of 11555

I am trying to offer a perspective that is different than your own, that's all. My view is that the fundamental competitive advantage of the C6 is low power consumption and this competitive advantage is long lasting due to the simplistic design. Other transitional differences like .25u vs .35u or 3.3 volt vs 2.8 volt are not long lasting and I view them as timing differences only. These are issues the C6 can easily replicate. These timing differences do not close the gap on the fundamental competitive advantage of the C6 in this area. In addition, my view is if you believe this is a long lasting competitive advantage that has value in the market place then you buy the stock before any OEM's are announced because if you wait until after they are announced you will likely miss out on the largest portion of stock appreciation. If you don't believe this is a long term competitive advantage that has value in the market place you shouldn't be buying at all. In my experience the best results occur if you are wise enough to answer the following question correctly; "Will this be something that is embraced by the market?" This ability will allow you to be out in front of other investors as opposed to waiting for customers to answer this question for themselves and then reacting. Institutional investors have a clear advantage in terms of access to actual customer decisions and timliness of trade execution. The retail investors only advantage is knowledge and insight. Not everyone agrees with this philosophy of course, but it has worked for me. Finally, I am not sure why so many people are upset that the C6 hasn't as yet been formally introduced. If you look at any of the official press releases from the company, they have consistently stated the formal product launch would likely occur in calendar Q3 with pre-production shipments only. Q4 would likely show some acceptance of the product with some production shipments and calendar 1998 would likely have more material revenues. Overall, I think their guidance has been consistently conservative and so far actual performance has not varied much from the original plan. The only hype has come from impatient investors, myself included, who are anxious for IDT to be valued at a more consisent level relative to its peers.

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