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Technology Stocks : IDTI - Dark Horse For '96 ?
IDTI 48.990.0%Mar 29 5:00 PM EST

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To: Liz who wrote (607)2/24/1996 6:06:00 PM
From: olduser   of 1139
 
I would think SRAM demand is high, but I'm only going on what I think I know. You see I'm not in the industry and so I don't know the fine details, especially everything you have just mentioned. My general opinion is that SRAM is in high demand and that technology and gameplans are changing so fast, everyone is talking to everyone, and trying to decide themselves what to do. I don't see that as a any form of weakness and to me why put out something if you don't know that the customer will want it. Just my opinion though. I believe I just found out what SRAM cache is, and if my belief is correct, then I feel that SRAM cache is a good item for a long time. Maybe forever, who knows. It acts like a buffer yeah, sort of like how bit processing works (just in general)?

The analog to that is why order something if you're not sure if you are going to need it yet, based on what the top management is thinking. So really who cares if the btb is lower. Also I have no idea how the btb affects IDT so I'm going on the assumption that it's not that great of an effect since they have an international market (if the btb has an effect). For some reason, I have the feeling that this company protected themselves well from just about anything that could happen in the semi industry and that's going to pay off. Also they give good benefits to their employees. I like that.

Plus if you have better thin film processes, what you make or what you are about to make is just ten times better I would imagine.
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