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: Steve Lewis who wrote (9808)	11/11/1998 3:54:00 PM
From: Steve Lewis	Read Replies (1) of 11555

A informative opinion from Dan McCraine (Cypress Semi CFO) on the IDTI merger with Quality: 3) NOTE: The following IDTI/QSI comments are mine alone, and are not necessarily reflective of Cypress' beliefs on this subject. IDTI has the leadership position in FCT. They invented it, and they have in excess of 60% market share. QSI and Pericom (and Cypress) are all tiny competitors in this area. However, even tiny competitors can wreak havoc relative to pricing. Therefore, IDTI was smart to remove a competitor from the market, I believe. In addition, they get some designs from QSI on 'Quick Switch' products. Add to all this the fact that they were able to take QSI out at a price that is much less than .75 x sales....and I think they did ok. Of course,I think they're going to have to do some rapid consolidating in order to avoid P/L losses...but I'm sure they're up to it. As for the benefit to QSI, I'm not sure I can comment. I haven't studied their current situation very well.

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