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: Rob S. who wrote (6333)	2/8/1998 6:40:00 PM
From: Harold Engstrom	Read Replies (1) of 11555

I don't think IDT's underdeveloped fab capacity will limit the company this year. The ramp up must proceed relatively slowly both in the marketplace and in the fab. If AT&T is interested in the C6 or more likely the C6+, then they will not be particularly interested in whether they can ship them 100,000 chips per month right now, but whether they can meet their demand in a few months time. Semiconductor processes are similar to most manufacturing processes - they take time to perfect. Why mess up on a large scale: work out the kinks and then expand capacity. At any rate, despite no huge profits, I am relatively happy with the way IDT's story has unfolded over the past few months. I also heard from Clear Logic again and they said the deliberately chose the less popular Altera PLD to start with and are very satisfied with their reception in the marketplace.

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