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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: AJBurl who wrote (7571)3/26/1998 10:28:00 PM
From: Rob S.  Read Replies (1) of 11555
 
Thanks for the post on Montgomery's analysis. The earnings should have little impact, even if they come in 2-3 cents shy of the street estimates as Mont. indicates. Most investors will be focused on the new products rather than immediate earnings. Still, this can take some of the bloom off the rose because some investors may be expecting better than forecast earnings. I plan to participate in the conference call and will be paying close attention to the content and mood of the call. I'm sure there will be a lot of questions about the plans and ramp of the C6 and other products.

The 3D graphics product should be introduced by early next quarter unless IDTI has figured out that the graphics market has moved beyond their design or they would not be price competitive. News of that product could add some upside to the stock.
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