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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: David Dickter who wrote (802)3/5/1996 9:28:00 PM
From: Marshall   of 1139
 
David, you're probably right on the smaller configs but the 1MB chips should
still be used about everywhere. Also note : IBM's newest 760 will have level II
cache as well as some of Compaq's new notebooks. I am also not worried about
Intel's in-package SRAM as heat limitations constrain them as to how much they
can include. I also noticed in Electronic Business Today that although lead
times have come from 12.5 weeks (JAN) to 11.5 weeks (FEB) the price has
remained at $9.05 with steady 3 month forecast. 64K prices fell, and 256K
actually rose.
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