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: flickerful who wrote (6627)	2/13/1998 12:44:00 PM
From: Rob S.	Read Replies (1) of 11555

I second that. Very encouraging. News will come out within the next three weeks regarding a fab partner, IMO. I don't want to say more on this until IDTI makes some statement regarding the particulars. IDTI will probably tell you the same thing if you ask. What they have publically stated is that they have had talks with at least three major semi companies that have cross licenses with Intel. My information comes from published sourcess (Lehman, Infrastructure, Microchip) and from Brian at IDTI - so confirm this on your own or ignore it. Engineering site surveys have been conducted and agreements are on the table. Now its pretty well up to IDTI to decide if, and with whom they will go to augment their technological, fabrication, and legal position. IDTI has a good position (better than either AMD or Cyrix IMO) to bargain from. There may also be some announcement coming down the pike by this quarter's earnings announcement about increased plans for capx to build out IDTI fabs IMO. That could be rolled into the report and conference call. This stuff is speculative until it is official. What makes me believe it is likely is the heavy insider buying activity and the tract record IDTI has built up over the past several months for follow through on their goals.

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