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

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Mar 29 5:00 PM EST

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To: Hippieslayer who wrote (6329)	2/8/1998 1:42:00 PM
From: Rob S.	Read Replies (1) of 11555

As Charley has hit upon, any discussion about market gluts, big OEMs, etc. is a moot point because IDTI is not producing enough parts to make an impact. I'll bet 1,000 bucks that IDTI has no serious OEMs lined up for the C6 at this time. They can't produce enough parts to satisfy the 3rd tier market let alone a 1st tier account! Why would any 1st tier account try to use a part that is only produced in the tens of thousands? AFTER IDT ramps up to over 100,000 parts/month they will have a crack at landing a first tier account. ATT is probably considered a 2nd tier in the PC business at this time but they could become a factor in ADSL or analog modem set-top box market if they had a brain.

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