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

To: Medisco who wrote (6394)	2/10/1998 4:13:00 PM
From: Hippieslayer	Read Replies (2) \| Respond to of 11555

Jesus Christ! I don't think I've seen this much activity on this board since I've been a member of SI! Something is up cuz this baby was stalled until the last 2 hours of trading. All I can tell you is that I'm mortgaging my house, selling my car, and pawning every item I own and shorting this baby big time!!!!!!!! I think they're finally going to announce CH.11!!!!(SIC)

To: Medisco who wrote (6394)	2/10/1998 4:31:00 PM
From: Rob S.	Read Replies (1) \| Respond to of 11555

Not very likely. Why all the speculation about a buy out? IDTI has indicated that they are not interested in a buy-out. IBM has a history of taking strategic equity stakes in companies but has not been going after whole acquisitions in the semi area. Why should they? Intel does not need IDTI. They dominate their market with 85% of uP sales. AMD, and Cyrix/NSM are producing about 10% of the needs of the market and are losing money on what they sell. Intel is in the position of being able to make mistakes, even stupid ones, and still stay on top. Intel will crank out crippled PIIs and make a bundle because the market will absorb them. They will loose market share to competitors but will likely retain 70%-75% market share in the next couple of years. If IDTI starts attracting a bunch of unfounded speculation about take-overs, I may start selling short!