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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: Rob S. who wrote (7321)3/11/1998 12:20:00 PM
From: Steve Lewis  Read Replies (1) of 11555
 
Regarding:
<That would be reasonable speculation. The next two quarters should be very telling
because we will start to see some numbers due to the recent products. >

It looks like the following information is leaving "footprints" on the current C6(+) ramp up at IDTI. Is this a significant investment and a strong clue as to the size of the ramp up? (More could follow later) My thought is that this "economical " X86 CPU market (as with most markets) represents a window of opportunity that IDTI itself (or with foundry partners) is going to exploit:

"Integrated Device Technology, Inc. (NASDAQ: IDTI - news) has ordered 25 Model 8060
wedge bonders and 12 Model 8020 ball bonders for IDT semiconductor assembly and test facilities in Penang, Malaysia and Manila, Philippines. K&S will begin shipping the order, valued at more than $6 million, during the current quarter."

Steve
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