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Technology Stocks : IDTI - an IC Play on Growth Markets
IDTI 48.990.0%Mar 29 5:00 PM EST

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To: BullonIDT who wrote (4176)10/14/1997 11:02:00 PM
From: CALLS&PUTS   of 11555
 
BullonIDT,

I heard the call and I am very impressed with the roadmap for the C6.
The base business is a little disappointing, but where was that going to take IDTI anyway (one reason it is a $13 stock) ?

The C6 and other new ventures are the ONLY answer for this Company. They are being very apprehensive about commiting volume and revenue projections to the investment community, this may be due to a continued "stealth" market share gain strategy. Clear Logic went by without much fanfare, but this market is huge. LSI and VLSI and others are in this field and if IDT can cut into the design cycle for the end-users and offer a lower power and lower cost ASIC solution then this group could grow very very quickly. We will hear more about these guys, potential to be bigger than C6 IMHO.

This graphic dabbling (as Perham calls it) also sounds interesting more will follow in these guys.

This is a great long term hold. 12-18 month price target $35-40.
Stock of the year 1998-99. Good luck to all the "investors" let all celebrate in 1999.

CP
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