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: Baoho Chang who wrote (3773)	9/26/1997 3:08:00 PM
From: Rob S.	of 11555

Standard SRAM is only about 20% of IDTs business at this point. A lot of investors still think of IDT as primarily an SRAM play so this combined with FTC actions should positively effect the stock price. October/November is typically a scary period for high-tech stocks. They have bucked the cyclical trend until recently but we could get a short-term sell-off after window dressing. The C6 was supposed to be shipping about now and the company says it will start to ramp and ship next month. What do I think about IDT's stock price? I think it has a chance of going a lot further because prices are firm and new products are now in production. How much depends on meeting goals for introduction of the front runners and particularly the C6 because of the high ASP and large sales potential that product has. The next month or two should be very interesting - a lot of room for either disapointment or great new strides.

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