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: Marvin M. Lim who wrote (9686)	10/6/1998 2:04:00 AM
From: Rob S.	Read Replies (2) of 11555

Big find. The IBM deal has turned into nothing because uPs have come down in price so much. IBM is just too expensive to build cheap processors. IDTI has missed the boat for the cream of the crop but can still make money if they can get their costs low enough. Acer has huge amount sof excess capacity and DRAMS are selling about at cost to manufacture - so doing something with IDT should be attractive. The old question about patent hassles with INTC may be mute or cleared up by the joint patent positions of the two. It still gets down to "can this company deliver" not how many deals they strike. But this would be a step in the right direction. I suggested about 3 1/2 years ago that IDT management should consider doing a joint venture with an Asian fab partner because masive amounts if capacity were scheduled to come on line. Now with IDT still trying to dig out of an over-built situation, it has become a desireable alternative.

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