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

To: OldAIMGuy who wrote (5605)	1/10/1998 10:04:00 AM
From: Hippieslayer	Read Replies (1) \| Respond to of 11555

Since not much has been heard about the C6's attempt to find its way into notebooks, here is an article on INTC's Tillamook MMX notebook chip- even though I hear that the MOT Powerpc is better chip overall-- that is due to be seen in NB's soon. news.com

To: OldAIMGuy who wrote (5605)	1/10/1998 6:39:00 PM
From: flickerful	Respond to of 11555

<<offtopic>> tom. thank you for your reply; ironically, the friend who suggested i look at idti (last summer) has had vtss since it was $4... ah, the good ole days. i appreciate the benchmarks and will watch for a "pullback" or a "dip" ( love those euphemisms) to 32. from what i can see, you are absolutely right about continuing dominance in the GaAs market, and with that ongoing revenue growth. beyond that, vtss has minimal asian exposure: a valuable asset these days. i see it as a long term hold, not a trading opportunity. the only serious trading plays i sieze are generally index options, eg oex puts. ( which have recently been very rewarding) regards, randy