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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: Gordon Quickstad who wrote (7648)4/1/1998 11:16:00 AM
From: Harold Engstrom  Read Replies (1) of 11555
 
With a 500K/quarter customer for C6/C6+ that would probably indicate actually quarterly sales in the 1MM-1.5MM range and revenues from Centaur in the $80MM-$120MM range. Clear Logic should contribute $20MM-$50MM/quarter next year as well. Add that to $150MM base. With logic and memory continuing to make strides, we could probably estimate the base to grow to $170MM-$180MM/quarter next year. The graphics chip may be a flop: lets say it is and adds $5MM per quarter. I estimate (based on Farhash's conversation with Brian) quarterly revenues of $275MM-$355MM and growing by this time next year.

The SnoreKill looks like a real winner. Let's say that adds $5BB/quarter : ).

Seriously, these quarterly revenues would translate into huge gains on the bottom line - earnings of between $45MM and $90MM per quarter.

I don't really see any need to run hot and cold on IDTI. The company is following through on what it said it would do. Actually, IDTI is farther along that most of us could have hoped. The analysis of future price activity seems hollow - there is almost no volume now, and when IDTI drifts down the stock is snapped up. What we are really seeing is a small company that has yet to emerge on most institutional radars. Next year this is likely to be a $40+ stock.
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