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

To: flickerful who wrote (6206)	1/31/1998 8:40:00 PM
From: Harold Engstrom	Read Replies (1) \| Respond to of 11555

It is true that CL is not expected to add much to IDT's bottom line. And, the C6 and C6+ still have to make their own impact on the bottom line as well. There is still the graphic product that should make a difference. And there are the many comminication and switching products that are being sold. But, we shouldn't forget SRAM and logic. These products have been IDT's mainstay and with the recent far east crisis, are likely to give a sizeable boost to IDT in the present and future. Asian companies are cutting back on investment and supply is getting tighter. Prices are firming. Centaur and CL will be excellent, but IDT is solid even without these additions. With them they are likely to be hugely successful. At least, they are an excellent risk - and clearly the institutions are loading up in anticipation of IDT's performance.