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

To: flickerful who wrote (6617)	2/13/1998 7:47:00 AM
From: Harold Engstrom	Read Replies (2) \| Respond to of 11555

Lucky for us that nothing we post here seems to influence the stock one way or the other. When it gets hyped on this board, IDT is as likely to tank as to soar. And, when everyone trashes IDT and each other the stock is as likely to soar and to tank. If IDT starts making and selling 1MM chips per quarter at 60% margin, then we are talking about $0.75 per share per Q contribution from Centaur. Clear Logic seems likely to add an equal or great amount at some point over the next couple of years, but we can't really count on that. The MIPS processors will probably add $0.10 per quarter. Other communication ICs could add another $0.20. Commodity memory could be slight drag, or be a great contributor depending on the cycle. Logic chips will be a steady contributor. All in all, in another year, we should start to see some significant earnings pop in - maybe not as rosy a picture as above, but maybe something even better if we are lucky. Anyone care to correct the math and build another model?