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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: Rob S. who wrote (9096)7/6/1998 9:08:00 PM
From: Scumbria  Read Replies (1) of 11555
 
At any rate, why talk about things that are several quarters out on the horizon as if it were a current reality and problem?

Rob,

I feel if IDT is to be successful long term, they will have to pursue integration very aggressively. C6+NB is a start in that direction, but is likely to be inadequate against MXi or Mendocino/Whitney platforms, both of which include graphics and audio.

Scumbria
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