Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Rob S. who wrote (6215)	2/1/1998 2:23:00 PM
From: Hippieslayer	Respond to of 11555

Every time I post, ROb, I always have the capacity constraint on my mind. YOu are absolutely right that, given the product is excellent and there is demand for it, IDT has to be able to build these chips as quickly as they can. If they can't match the demand or the begin to suffer quality control problems, they're screwed. I hope IDT can fit all the pieces of the puzzle together the will eventually create one big dollar sign.

To: Rob S. who wrote (6215)	2/1/1998 6:35:00 PM
From: TED AROESTY	Read Replies (1) \| Respond to of 11555

I was curious why there has not been mcuh discussion on the volume that IDTI has been trading. Espicially Friday which was a light day and IDTI traded over 3 million shares! Comments?

To: Rob S. who wrote (6215)	2/1/1998 7:13:00 PM
From: Carl Thomas	Read Replies (1) \| Respond to of 11555

Rob, One of the reasons I am optomistic about IDTI is that they seem to have the perfect microprocessor for the times (cheap but capable). I wonder if they were lucky or smart. Intel talks about developing a part for this market (the level zero PC I think they call it) but I think that their efforts will meet with limited success. The biggest problem they will have is that they don't want to succeed since a very good cheap microprocessor just costs them more profitable upscale sales. I am glad AMD and DEC (with the alpha) are taking the battle agianst the Intel monopoly to the higher performing PCs. It makes PC makers less afraid to deal with IDTI. I appreciate your thoughful posts. Please keep it up. Carl