SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : IDTI - an IC Play on Growth Markets
IDTI 48.990.0%Mar 29 5:00 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Xianming Liu who wrote (7940)4/22/1998 5:29:00 PM
From: Rob S.  Read Replies (1) of 11555
 
Listening to CC now - flat earnings expected this (June) quarter. Commodity SRAM prices taking a hit and sales in many areas are flat. No revenue from CL last quarter (about $1 mil expected). This qtr. CL expects some revenue and they have 48 evaluations with customers. ZBT is catching on but taking time to ramp.

WinChip II (C6+) has already been sampled and is being well received by customers evaluating it. They are bringing on a bunch of new uP resellers to address the 3rd tier market that they are targeting aggressively.

Earnings are less than expected and more concern about future outlook than may be factored into the stock price. More in a bit.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext