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: Rob S. who wrote (8767)	6/6/1998 5:04:00 PM
From: brooklyn dodger	Read Replies (1) of 11555

Rob, Do you follow Michael Murphy's California Technology Stock Letter? He still seems to think that IDTI is the best way to play the sub-$1,000 computer market. Any comment on Murphy and the accuracy of his information? One other observation-- where is IDTI headed in the SRAM market? It seems that the company is desperately trying to reduce its position here since pricing is so weak. In 1997 microprocessors were only 10% of the company's revenue. Would you say that IDTI is betting the farm on WinChip to replace lost SRAM revenue? Is WinChip the future of IDTI? You seem to be far and away the best informed observer of IDTI on this board. Thanks for your prior posts. Brooklyn Dodger

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