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

To: PuddleGlum who wrote (5660)	1/13/1998 4:08:00 PM
From: flickerful	Respond to of 11555

from a new site...this should be of interest(sorry for the table madness): INTEGRATED DEVICE TECHNOLOGY(NASDAQ:IDTI) 111 Institutions hold 40.98% of the outstanding shares as of September 30,1997. Of these, 25 established new positions while 14 liquidated their holdings. Overall, Institutions increased their holdings by 8.57% for the period. Top Ten Institutional Shareholders (* denotes new position) Rank Institution Shares Held PreviousNet Chng.% Chng.% OwnedLast Report 1Merrill Lynch Asset Management (US)5,808,0855,999,400 -191,315 -3.2% 7.3% 09/30/97 2State of Wisconsin Investment Board 2,214,000 2,214,000----2.8% 09/30/97 3Thomson Horstmann & Bryant, 1,610,200 1,514,800 +95,400 +6.3% 2.0% 09/30/97 4Barclays Global Investors, N.A.1,559,964 2,064,160 -504,196 -24.4%2.0% 09/30/97 5Soros Fund Management, LLC1,251,300 897,900 +353,400 +39.4% 1.6% 09/30/97 6S Squared Technology Corp.1,181,5001,137,200+44,300+3.9%1.5% 09/30/97 7Furman Selz LLC* 985,0000+985,000--1.2%09/30/97 8Bankers Trust Company (Invt. Mgmt.)890,850 793,250 +97,600 +12.3% 1.1% 09/30/97 9AIM Capital Management Inc. 792,600 826,500 -33,900 -4.1% 1.0% 09/30/97 10 Husic Capital Management 777,200841,400 -64,200 -7.6% 1.0% 09/30/97 Top Ten Totals :17,070,699 16,288,610 +782,089 +4.8% 21.4% Feedback? Click Here for an Email listing. Copyright c 1996, 1997 Stock Smart with all rights reserved Generated on JAN 13, 1998 03:55 pm EST

To: PuddleGlum who wrote (5660)	1/13/1998 4:17:00 PM
From: Rob S.	Read Replies (2) \| Respond to of 11555

It looks like the conference call on the 19th will be timed right to take advantage of a renewal in optimism about the tech stocks and Asia. Good news at the wrong time often has little effect on a stock but if it comes when the market has turned receptive, watch out because the stock can quickly run to the upside. Clear Logic has a better chance of developing into a high margin product and a more defensible position than the C6. I have held some FEB 12 1/2 calls that I hope to turn into some profits soon.