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

To: stevebro who wrote (6362)	2/10/1998 11:01:00 AM
From: Hippieslayer	Respond to of 11555

Maybe there's a shred of truth to the ATT rumors? But what I don't get is that I thought ATT got out of the lap top business. Anyways, speculating now is futile because we have no idea what's going on and whether the announcements will mean more money in IDT's pockets. Sort of like that collaboration between IDT/MU/MOT and TI.what ever happened to that?

To: stevebro who wrote (6362)	2/10/1998 11:03:00 AM
From: Steve Lewis	Read Replies (1) \| Respond to of 11555

<The Lehman report references a foundry relationship announcement perhaps pending. Anyone care to hazard a guess as to the specific nature of this relationship- does idt gain income or what?> This my pure speculation but: 1) If IDTI does 3 Million parts in March 99 quarter (which is their estimate) then they would probably have to be working with another company. (IBM,etc.) Financially they would win ($) and be able to take advantage of other's mfging lines (in addition to Oregon) 2) The PC makers at large would like the other Winchip source and this should bode well for other PC sales. IDTI would have a larger presence AND more recognized staying power and MPU momentum. But when does this happen? By summer?