IDTI - an IC Play on Growth Markets Message Board

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Technology Stocks : IDTI - an IC Play on Growth Markets

IDTI 48.99

0.0%

Mar 29 5:00 PM EST

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To: Jim Oravetz who wrote (8305)	5/15/1998 1:15:00 PM
From: Jim Oravetz	Read Replies (2) of 11555

Not good news! From WSJ($) article: Merrill Lynch & Co. analyst Thomas Kurlak issued another bearish report on Intel, saying that the semiconductor giant now has the ability to make more chips than the market needs. In a research report, Mr. Kurlak wrote that Intel's increased production ability, combined with new supply from AMD and Nat Semi, could lead to a supply glut. Could get ugly(ier) in the next few qtrs. A lot of CPU price pressure, more so on Intel, since IDTI is targeting the low end anyway. Jim

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