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: Medisco who wrote (8071)4/28/1998 10:04:00 AM
From: Steve Lewis  Read Replies (1) of 11555
 
RE:
<TO ALL, I learned today that IDTI will have a presentation at the Pain Webber Technologies Conference on June 3 @ 4:00p.m.>

I remember someone saying that during the earnings call with Brian B, IDTI CFO, he mentioned that there would be additional information going forward before the next quarterly report (~July 2X)

Presumably this will give clues to the progress on ramp up, OEM deals, IBM foundry, Clear Logic, etc.

Another date to think about will be the Fall (November?) semiconductor conference where a lot of plans are revealed. IDTI utilized this meeting last year for the C6+ announcements and this year should show the future plans for C7 or the next member in the chip family.

(Big Picture question: With AMD, IDTI & NSC contributing to the X86 world, could the PC business split & thus could the clones breathe a much longer "X86 systems life" than the "Intel monopoly" ever planned for? One answer, of course, will depend upon Microsoft's OS support)

IDTI is starting to market themselves a little better IMO with the earnings preannounce PR which focused on their progress & executive team (and a de-emphasis away from the 2 cent earnings). This could help with an upward ride once we get rolling in the next 6-18 months. (optimistically speaking)

In retrospect the Lehman report which moved the stock to 3 and was neutral/equivical in the short term was an accurate call.
(Now did they know/learn this before we did? Hmmmm.....)
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News