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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: country boy who wrote (7498)3/22/1998 8:51:00 PM
From: Charlie Tuna  Read Replies (2) of 11555
 
CB,just had to throw in my unsolicited opinion.. If the C6+
is faster than Intels low end cpu,which they really are still
working on,then the sky really is the limit .With the C6+ at
.25 and plenty of mfg capacity it is going to be a winner.
Anecdotal:I was a ChipSmart last weekend and they were selling
Winchip systems like hotcakes....spoke with several buyers
and most seemed pretty computer literate and knew what they
were getting....well the C6 is just the beginning .I really
think that the C6+ will perform way better in areas that the
C6 is week on.I just do not think that the PII and slot 1
are all that compelling.

However this is not going to happen over night and the risk is
very high not just with IDT but with the overall semi industry
Look what happened in Oct.....explain why IDT skidded down to
9 bucks . I got back in looking for a quick buck on the IBM news
and ended up losing .25 per share but am glad I took the small
hit.Do I think we will get another chance to buy at 9....maybe
anyone think we would see 9 last Oct? I really do not think
the stock has broken out and will not until they start producing
profitable quarters.The AMD hyp/dissappointment has really hurt
IDT's run so far.Actually I think AMD is getting ready to do well
but that is another subject.

Happy Trading,
Charlie

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