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: Charlie Tuna who wrote (3791)	9/29/1997 11:55:00 AM
From: Charlie Tuna	of 11555

QED/IDT/WebTv .It looks like QED's 52xx will be the next WebTv cpu. QED has definitely targeted WebTv with this enhanced 5000 core. They are even selling it cheaper than the 46xx.This is a huge market IDT is going to lose.I would like to know why they let this happen.Maybe they have been blowing to much money and time on the C6 joke.If they owned 51% instead of 36%+3.8(board member) this would be IDT's huge profitable market.Instead IDT will try and make money in the commodity end , micro controllers. Also has anyone looked at the Salinas fab aquisition and subsiquent 40plus million writedown .Is Mr.Berg getting some sweet deals? IDT bought the aging 5 inch wafer plant from Mr.Berg who is a member of IDT's Board of Directors and then IDT did the huge writedown of worthless equipment on the SAME PLANT.I wonder if Mr.Berg is also the 3.8% owner of QED???? Charlie smells something rotten Tuna

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