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

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Mar 29 5:00 PM EST

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To: Donald B. Fuller who wrote (9225)	7/22/1998 10:35:00 AM
From: Rob S.	Read Replies (3) of 11555

I wish it were so simple as IDT just filling a void vacated by Intel. That could have been said even just a year ago but IDTI missed the boat for ramp up of the original WC and is now behind in the WC 2. Maybe they can still get it ramped and into the hands of a major OEM. The situation is not at all certain. Who knows what it takes to turn an 80% effort into a winner - maybe like putting out 100% effort. From the outside things appear to just be too comfortable - not enough upset over repeatedly missing the numbers and business goals and too many excuses. There are some great people at IDTI that deserve a lot of credit but there is also a failure of the company to follow through with key initiatives and apparently a mis-understanding of what it takes to compete. A turn-around may be a couple of quarters away. Last quarter and this one are likely to be lousy but the climate is shifting more positive. The stock should lift prior to the actual turn-around taking place and good news would spur that. Yadda, yadda, yadda.

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