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 (4164)	10/14/1997 9:27:00 PM
From: Christine Traut	of 11555

I bought IDTI last week - am looking to add to my position tomorrow. I very much appreciate the great work of this board. I seem to have some talent as a market psychologist. I think that, in addition to the fundamentals, IDTI has a possible future as a 'story' stock. The Intel 3Q may be the beginning of a realization that network computers - whether a WebTV in the home or a Wyse box or IBM Network Station at work - have a brighter future than most believe. IDTI currently supplies the chips for WebTV, and I think that WebTV has the potential to be a significant consumer hit come November. It does a lot. It does things that ordinary people want to do. It does them with a lot less hassle than a conventional PC. But, for the sake of argument, let's say that someone wanted to hedge their bet by making a network computer that also had the internal smarts to run some MSFT conventional software. Can you say C6? I knew you could. ;) Nice story, eh?

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