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

To: BULL who wrote (5752)	1/15/1998 11:11:00 PM
From: flickerful	Respond to of 11555

bull. you might want to check the "conference link"...

To: BULL who wrote (5752)	1/15/1998 11:20:00 PM
From: Darrell D. Conrade	Read Replies (2) \| Respond to of 11555

My turn to wade in and share some thoughts on this quarter's report. 1. We would have all liked to have had a big surprise like .10 EPS. But please keep in mind how far this company has come. Last year this number was -.55. IDT has improved their EPS by .58 in just one year. This was not accomplished by improving market conditions in their core business, SRAM memory. In fact, memory prices continued to fall throughout this past year. IDT has reinvented this company in just one year. Some of their major product lines for the future are just now beginning to hit the market. I think this is a huge accomplishment and management should be commended. 2. Let's hope that management is taking note of AMD's yield problems. It would appear that AMD may have fumbled the ball right in front of IDT. Computer box makers have continually shown they are willing to work with someone other than Intel. If we have this simple design and good yields then let's get things cranked up and land some significant contracts. 3. This is just my opinion, but I think IDT is being looked at by someone as an acquisition target. There are many computer related companies that have found themselves needing to redefine their place in the market. IDT realized this before others and in many ways are now ahead of the pack. If you were part of a management team that needed to come up with new, higher margin products what would you do? If I looked around and saw a company with this much intellectual property, selling at this price I think it would be hard not be interested. I also think this accounts for some of the insider buying when quarter over quarter results were relatively unchanged. Also, IDT has been too quiet. They went for 2 months without a press release. I just think something's cooking. 4. I looked at Clear Logic's web page. They have a list of reps. who will be marketing their products. I thought about calling some of them and just asking what they know about Clear Logic. However, I don't know enough about their products to start asking questions. I would appreciate if someone would call one of them and see what you can learn. Still in the red, but feeling better, Darrell Conrade