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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 (10195)4/14/1999 11:36:00 AM
From: Rob S.  Read Replies (2) of 11555
 
Recent analysis of trends in the PC and digital wireless markets point to a shift of emphasis from the PC and towards digital wireless Internet devices. These already include some interesting and useful devices but the industry is still in it's relative infancy. New wireless pdas in many varieties will come out that include such features as e-mail fax, e-mail voice messaging, web surfing, stock portfolio management (in addition to what you can find on the web itself), built-in spreadsheets and webified contact managers and schedulers. The future is clearly headed toward portable and wireless devices. In that world, the x86 architecture becomes increasingly more of a commodity. PC's will be given away for service and e-commerce revenue.

Rapid change is occurring.

IDTI has many products that sell into the communications sectors - that is the biggest market segment for IDT. They don't have much to loose due to the shift away from PCs. While IDT has too few areas where they dominate or have proprietary intellectual property, the decision to shift away from PC oriented SRAMS was a logical one. The way management went about it - building a large new fab at the peak of a major demand period was ridiculously faulted and something they are still paying for. Maybe next year?
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