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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 (5742)	1/15/1998 11:53:00 AM
From: flickerful	Respond to of 11555

<<offtopic>> a flip is a good thing...nice move, my cypress gardens tuna. i expect many may follow you. hey charlie: i have been looking for an hdtv play. names from my past kept nagging me... i have doubts now about ampex, but zenith is another story. have you any insight, or opinion re: ze? recent activity is positive. randy

To: Charlie Tuna who wrote (5742)	1/16/1998 1:56:00 PM
From: Charlie Tuna	Read Replies (3) \| Respond to of 11555

Out of IDT for now.Top 6 Reasons:1.KOREAN MEMORY pricing could get ugly.2.OVERALL MARKET CONDITIONS are very volitile. 2.IDT did and does NOT have HILLSBORO AT 100%( BIG SCREWUP HERE ). 3.INTEL HAS NEVER BEEN BEATEN and the PII does not use sram like IDT makes so the IDT sram business as well as the C6 business depends on Intel's competitors being successful.4.While the C6 looked really good last year with the huge drop in asp for x86 processors it is no longer a license to print money and the competition is going to get tougher just look at the memory business.5.CLEAR LOGIC / IDT BUSINESS IS MURKY and IDT has not done much to explain things,this really just discounts a very promising tech due to lack of information.6.INTEL (again) may still file a lawsuit but I really doubt it and this is really not a major reason. Ok now I sincerly hope I am wrong and that it SKYROCKETS as I think all of you contributors to this thread deserve a nice ride.....One request please no I told you so posts either way as investing is not a childish endevore and anyone with the courage to invest should be treated with respect. Charlie