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Technology Stocks : IDTI - an IC Play on Growth Markets -- Ignore unavailable to you. Want to Upgrade?

To: Charlie Tuna who wrote (4426)	10/25/1997 11:15:00 PM
From: Donald B. Fuller	Respond to of 11555

In fact, I hope the street confuses IDTI with a commodity SRAM maker for a little longer, so we can all bring additional wheelbarrows full of money to buy more shares before those dopes figure it out. The C6+ news produced not one flicker of buying. Amazing. I for one think the C6+ will blow the doors off the cpu market - especially the laptop market and the newly sexy sub $1k market. If I'm only 10% right, we'll still be much higher than we are now. The laptop and sub $1k markets are pretty tiny aren't they? (NOT!) Don

To: Charlie Tuna who wrote (4426)	10/26/1997 8:05:00 AM
From: Chi Pan	Respond to of 11555

Charlie, I agree that with C6 IDTI is the strongest among those SRAM makers. Just compare the price movement of CY and IDTI. However, if you talk about longer term (2-3 year) when IDTI can sell about 4 million C6 & C6+, I can say 1) it is just your expectation right now; 2) for "long term" investors who are willing to hold for years, IDTI is ok; 3) for short term and guys invest short term, there is still down side risk. As far as my play, so far I think I am right. IDTI did drop from 13 to under 12 now and I am so afraid of a short term break down to 10.