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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 (5889)	1/19/1998 7:44:00 PM
From: PuddleGlum	Respond to of 11555

Charlie- I think you'll see a lot of selling on the news tomorrow, so I'm just hoping that we close above 11 1/2. (FUGAZI- you're slacking, so now I have to fill in for you!) Re: C6 yield problems, I've heard an unsubstantiated report that the yield is < 50%. I won't trade on this info, so neither should anyone else, unless it fits in well with other snippets of info that you have. I'd be happy if they were yielding anything near or above 60% this early in the game. On the subject of capacity constraints, I think that regardless of what product you are manufacturing it still takes time to ramp from zero up to n zillion units. You might do quite well in pilot production, but then encounter new problems when you produce 10x your pilot rate. And depending on how unique your process is you may have far more difficulty farming out your product to a foundry than you would just keeping it in house. Just my $.02 Steve