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

To: Hippieslayer who wrote (4772)	11/17/1997 1:54:00 PM
From: William B. Kohn	Read Replies (1) \| Respond to of 11555

i'm puzzled by your post. perhaps you aren't giving enough consideration between the time a design win occurs and a product is actually shipping in quantity. the c6 product even with its wins are in its infancy. it probably will take another quarter for the real revenue to begin to ramp up from c6 and another 3 to 6 months for the array products to kick in to the bottom line. i think the company is doing the right things in these areas! I have a very large position in IDTI and want to make sure we see positive momentum. I look forward to seeing IDTI announce some 3rd tier suppliers of systems. I also wish their was a cheaper than Evergreen way for me to upgrade my home system to a 200MHz c6. perhaps i'll ask investor relationships about this. if i find anything out i'll post it here for all of us to take advantage of. willyb

To: Hippieslayer who wrote (4772)	11/17/1997 11:22:00 PM
From: Gordon Quickstad	Respond to of 11555

<<With all of the design wins IDTI gatheres, they have done nothing to really increase the bottom line. It makes no sense to me. >> That's just it, there have been no great design wins for the C6 announced yet. They've said to not expect to see name brands, but third tier companies buying the chip. The chip has only been available starting the third quarter of this year. I wouldn't expect revenues from the chip to start showing up until the results of the fourth quarter are tallied.