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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: Xianming Liu who wrote (10031)1/23/1999 10:48:00 PM
From: Donald B. Fuller  Read Replies (1) of 11555
 
>>Moreover, 300,000 Winchip per quarter is more than a factor of 3 lower than 1,000,000 unit per quarter which Perham hyped in early 1998.>>

Well, yeah, OK ... but look at the bright side .... they also sold them for a third the price per unit compared with that they originally hyped ... very consistent performance ... nothing wrong with this team ... still stuck at 240 mhz ... the cpu equivalent of a rotary phone ...

OK, OK ... Here's another one. The so called "strength area" this quarter was SRAMs - the area they claim to be exiting. Communications - the area they are migrating to was "flat" ...

Now a quote from one of my all time favorite characters, the intellectual superior to Len ...

"Hmmm ... something wrong here ..."

Goofy
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