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: William B. Kohn who wrote (4287)	10/18/1997 9:15:00 AM
From: Mason Barge	of 11555

Thanks for the nicely worded respose. I was being a bit glib, but I do see IDTI reacting to the potential in the low-end PC market better than any other PC-micro fab. But of course you are exactly right about the time frame. My only concern about the C6 segment of the market is whether Intel is going to throw its weight around so hard as to make the sector unprofitable. IDT seems to have the right product at the right time, and unlike other operations that have gotten into this segment, if they are offered a big contract, they'll be able to take it and perform. Unfortunately, this should be a hot market for this Christmas -- I can see an awful lot of $799 and $999 boxes under the trees. But even more next year, maybe. And maybe the stock will give US a little Christmas present.

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