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

To: johnny boy who wrote (5867)	1/18/1998 9:21:00 PM
From: Frank A. Ryder	Read Replies (2) \| Respond to of 11555

"What can go wrong" Clearly IDTI looks good short term. All the positives have been mentioned. It has been proven that one stock in a sector can sometimes survive the negative aspects of the sector. The danger imo is that in the near future companies like CPQ and Dell will begin to have problems. There is already talk of channel stuffing and other means of maintaining margins and profits that eventually will hit home when the industry realizes that this has become a commodity business. If INTC and others fall out of favor can IDTI survive the eventual shakeout.Any thoughts appreciated.