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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: Xianming Liu who wrote (4241)10/16/1997 11:39:00 AM
From: Rob S.   of 11555
 
We need to get more details on the Clear Logic and graphics products - the company has released little info on these and did not discuss them much in the conference call.

IDT's fab utilization rate may be at 70% but the plant utilization rate is only about 30% according to Perham in the recent conference call. The difference is that they can buy additional equipment to finish installation of fab lines for the added capacity without building out any more sites. My understanding is that they have already paid for some of the equipment for additional fab lines but I am not at all sure of the details. So they are at around 70% of capacity on the fab lines in place which are a 30% build-out fo the facility. Overall, they are at less than 25% of the total plant expansion capacity. For now, they have an underutilized building and sunk costs.
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