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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: Hippieslayer who wrote (4774)11/17/1997 2:28:00 PM
From: William B. Kohn  Read Replies (1) of 11555
 
it doesn't occur overnight. the lucent win was announced very close to the end of the last quarter. i would expect it's results to begin to show up in this reporting period, still about 60 days away.

cisco wins are part of cisco products some of which replace earlier generation idt parts, so no real increase in earnings except for product expansion in cisco. this is small potato's compared with sram business so it would likely get lost in the trailing decimal places.

willyb
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