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

To: flickerful who wrote (4480)	10/29/1997 1:54:00 PM
From: glen	Read Replies (1) \| Respond to of 11555

randy, Michael Murphy just finished his segment on CNBC and his 3 top technology picks, in the order highlighted on the program are: #1) IDTI #2) LSI #3) Cirrus Logic regards, glen

To: flickerful who wrote (4480)	10/29/1997 2:04:00 PM
From: flickerful	Respond to of 11555

<<techs are NOT dependant to any degree on asian market.>> let me clarify: they are not fatally dependant on short term volatility, or long term trending as they are (semi equips,eg) more properly global inhabitants...and pc market in asia may equal 12%....and in that relatively small segment, growth will continue notwithstanding, even if slower. real estate corps etc will bear brunt of impact,eg.