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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: Rob S. who wrote (5592)1/8/1998 12:37:00 PM
From: Charlie Tuna  Read Replies (2) of 11555
 
Rob,I think you may be right ....199 may be what the market will pay.
The AMD deal with CPQ and IBM may cut off supplies to 3rd tier vendors
of AMD parts...kind of like everyone moves up a notch at the expense
of intel's OLD mmx part.If CPQ sells a ton of these K6 machines it ]
will really erode the intel inside bull.GO cpq GO amd and leave some
crumbs for IDT cause that will be just fine.I am going to make it
a point to track these semi Lehman downgrades and follow up on on
em!
Charlie
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