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

To: Rob S. who wrote (6333)	2/8/1998 5:11:00 PM
From: PuddleGlum	Read Replies (1) \| Respond to of 11555

Rob- I've been looking at some 5-minute charts of a lot of tech stocks during the last few minutes, and maybe I'm seeing through rose-colored glasses, or perhaps it's just the result of a bullish close, but it looks like IDTI, ALTR, NVLS, CMOS, and several others are set to move nicely higher on Monday. I don't make a habit of studying 5-minute charts, so I'd welcome input from others who do have such a bad habit. Based on initial observations, I would do well to study the 5-minute charts from the last several days for any security which I plan to trade. -- Now watch 'em all tank, FUGAZI-style!! Always learning and sometimes earning. Steve

To: Rob S. who wrote (6333)	2/8/1998 6:26:00 PM
From: Hippieslayer	Read Replies (1) \| Respond to of 11555

As far as a trading standpoint, IDT has done well-moving from mid 9 to 13. The key, as everyone else on this thread has stated, is if and when IDT can break out of it's 9-15 trading range and into higher territory. Whether new recs will do that or extremely positive news or just signs that IDT's eps shows some sort of life, I figure that the stock is stuck right where it is now for some time. BTW, I know that a couple people that post here have bought a Centaur C6. Any updates on it's performance or problems?

To: Rob S. who wrote (6333)	2/8/1998 6:40:00 PM
From: Harold Engstrom	Read Replies (1) \| Respond to of 11555

I don't think IDT's underdeveloped fab capacity will limit the company this year. The ramp up must proceed relatively slowly both in the marketplace and in the fab. If AT&T is interested in the C6 or more likely the C6+, then they will not be particularly interested in whether they can ship them 100,000 chips per month right now, but whether they can meet their demand in a few months time. Semiconductor processes are similar to most manufacturing processes - they take time to perfect. Why mess up on a large scale: work out the kinks and then expand capacity. At any rate, despite no huge profits, I am relatively happy with the way IDT's story has unfolded over the past few months. I also heard from Clear Logic again and they said the deliberately chose the less popular Altera PLD to start with and are very satisfied with their reception in the marketplace.