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


To: Rob S. who wrote (4684)11/8/1997 4:40:00 PM
From: Hippieslayer  Read Replies (1) | Respond to of 11555
 
Rob,

you bring up an interesting spin on analyst coverage( or lack of) of an out of favor stock poised to make a jump.

Off the beaten path, I read last night a report about apple from pelagius.com.
Very interesting speculation about the porting of Rhapsody to X86 computer/servers from Compaq and IBM. Question is, IDT is a very big (or was a very big) customer of APPLE. DO you think that the winchip might also be a RHAPCHIP, too? If it's true that Apple is going to hit the NC market with a force, wouldn't it make sense that the chips running the NC might be made by IDT? (I must admit, I do not know what makes the guts of the NC). IDT's C6 look to be cheap enuf to make a NC unit. My reasoning for this is that IDT has had success with the WEbtv chip, why not with the NC?

Could this scenario become real?



To: Rob S. who wrote (4684)11/10/1997 7:07:00 PM
From: Petz  Respond to of 11555
 
Rob, yes, lack of brokerage coverage is good (only 5 on IDT). No one starts coverage of a company with a sell rating. :-)

Petz