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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 (4850)	11/20/1997 10:11:00 PM
From: William B. Kohn	Respond to of 11555

Charlie, I may be naive but for your first question it might be that the clients do not want you to use there names, or to use their names prior to having a product ready to deliver. The delta of $50 doesn't cover the whole issue, because the goal is $50 plus perhaps fewer additional components which translate into dollars plus perhaps smaller power requirement which means fewer dollars. The fewer dollars means smaller inventory which means smaller cost. The lower total cost adding all these items means you can either have increased margin or lower cost or both. This is not a $50 differential but perhaps becomes closer to $100, which is 10% of a $1000. pc. So perhaps you can make the same dollars of profit selling a $910. pc versus a $1000. pc. That is significant. willyb