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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 (9229)7/22/1998 3:49:00 PM
From: Donald B. Fuller  Read Replies (1) of 11555
 
I still don't see INTC aiming at sub-$500.00 systems, which IDTI is, IMO (either through brilliance or incompetence - something like - gee we got all these slow cheap processors here - whattawegonna do with 'em all - Hey! waitaminute! How about the $499.00 computer?!?). I think sub-$500.00 will be enormous - worldwide. I don't think it matters how they stumbled onto that market - I think its there and INTC isn't. Ultimately it all gets to yields and manufacturing efficiencies IMO. That's the big black box here.

Slam dunk? Not exactly? That's why its so bloody cheap here.

If I'm wrong, I can still use it as a tax loss to offset all of the gains from my other stock market brilliance. Nobdy loses. Everybody wins - and all must have prizes.
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