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

To: James T. who wrote (4538)	11/1/1997 6:04:00 AM
From: William B. Kohn	Respond to of 11555

Coupling the rosy forcast for semi's in general with the broad spectrum of intelligent product diversifications made by IDTI provides us all with a ray of hope in this troubled market. When you consider that these new products are in markets where margins are much higher than we are looking not at 30% growth but perhaps 100% growth in profits on a fully absorbed basis. The story of IDT's expansion with the C6 has us captivated now, but I believe the even bigger story is the gate array story they recently announced. They may have a potential huge market, without any competition and tremendous price potential. The margins may be beyond those we can now comprehend. Perhaps someone with better understanding here can put this business into perspective for us. willyb

To: James T. who wrote (4538)	11/1/1997 2:21:00 PM
From: Rob S.	Respond to of 11555

It is just speculation at this point - if it were more than that the stock certainly wouldn't be priced at ~$12! I just used 3% because it seemed pretty reasonable. Just having good or even great parts doesn't mean the spigot is turned on full blast. First you have to prime the pump to get the flow of sales going. Any competitor to Intel knows that that takes some time.