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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: Hippieslayer who wrote (6720)2/16/1998 2:46:00 PM
From: Rob S.   of 11555
 
Now that the PL market has grown huge, the high margins in the programmable logic area, about 60%, is bound to attract more competition. IC technology has also evolved to make mixed logic + programmable arrays practical. I think that MOT is onto a very attractive product strategy but that doesn't mean less potential for CL for at least quite a while. The MOT product may replace the need for some programable logic and that will eventually eat into the available market. But for the foreseeable future, CL has plenty of market to go after. They need to broaden the product families they can convert and build market share. Two or four years from now might be a better time to judge just how much they are going to be effected by MOT's new product IMO.
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