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: Hightechhooper who wrote (4180)	10/16/1997 10:54:00 AM
From: Xianming Liu	of 11555

K and Rob: Both of you guys have talked to Brian several times. What are your thoughts on IDTI's Clear Logic (FPGA replacement ?) and Graphic products ? Could you provide us with some info on both products. The analyst from Lehman said that IDTI's capacity utilization rate was about 70% and would increase to about 90% as the production of C6/C6+ ramp up. I thought IDTI's capacity utilization at its OR fab plant was around 30-40%. The analyst also mentioned that IDTI's 3Q earning would be about break-even and would depend on turns. If the projection is correct, the stock price of IDTI probably will not move much beyond the present price and will move with other semi-conductor companies. I will use the weakness of stock price as opportunities to increase my position.

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