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

To: Harold Engstrom who wrote (6207)	2/1/1998 1:18:00 AM
From: flickerful	Respond to of 11555

harold, first, i wouldn't count on prices firming so fast... although the following articles would agree: techweb.com techweb.com according to the above, they are firming up...but there are many who caution against gauging a price trend in january, essentially because at this stage of the semi- cycle, it would offer a misleading trend. but, second, notwithstanding our commodity core business, and i agree it is not to be taken for granted: it must, inevitably , and progressively, recede in importance. SRAM et al, IDTI understood some time ago, all too well, that commodities are, well : commodities. soooo, whether or not prices firm, IDTI must stay the course it has so painstakingly planned. suppor for their game plan may be found at the following link:http://www.techweb.com/wire/story/TWB19980128S0024 i have extracted below some ot the germane issues: ( my emphasis added) << The greatest opportunities for manufacturers in the power IC semiconductor segment exist in the smart power ICs -- the fastest-growing market with the fewest competitors, concluded the study. Some technological trends in both segments include lowering on-resistance, increased use of trench technology and operating systems, directed power management, efficient dissipation of heat from circuits, and minimizing component crosstalk. End-user trends also are converging to form the major challenge for manufacturers, in addition to severe cannibalistic competition among device types, the report said. "It is a situation driven not by the second-tier end user (the end users of power semiconductor manufacturers), but by the demands of the third-tier of end users. They are ordering more AC drives, utilizing more UPSs, wanting more low-frequency welding machines, and choosing soft starts over inverters," said Frost & Sullivan analyst Alyxia Do. "All of these trends will affect the preference of one power device over another.">>