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

To: johnny boy who wrote (6681)	2/14/1998 9:56:00 PM
From: johnny boy	Read Replies (2) \| Respond to of 11555

All, So where are we at this point in our "long" journey? (All information is my tentative assessment of the story) We've climbed back to the apparent near-breakout point of 15/16. We have seen all sorts of insider trading. We have seen some institutional buying. We are expecting C6 yields to ramp up, hopefully faster than very gradual--time can run out if we don't capture the moment, so I've read and think. The clear logic story is being launched and we hope for the best effect on IDTI stock price but are not totally sure of ultimate impact of this let alone success of the CL approach. But, promising and hopeful nevertheless. We have heard rumors or supposition of "something" big to be a announced, perhaps a fab partner or something--the "T" rumor. Some folks on this thread and over at Yahoo have eluded to the possibility that maybe they know something but cannot say about the above? IDTI has gotten some good press and has even hired a PR company, maybe to get ready to make hay with all that will come to pass and drive sales and stock price up! We've seen some good RISC announcements, maybe the best being the Bay announcement or maybe the AT&T one, but at least we've had a few. We've seen some good SRAM Application Specific or at least new architectures announced but are unsure of impact. Maybe we are not expecting anything big here but hope the relatively slow network oriented end product design cycles can use a bunch? We don't hear much about FIFO's and the logic products, do we? But, we haven't focused on these--maybe part of the old IDT more than the C6, RISC, and some yet to be announced blockbuster ATM/SONET or something?? Just don't know. $ not there % wise anymore? Bottom line, we at this thread are in one of those cycles that we just have to wait and see what all this means and hope that things come together nicely soon. My original plan to judge the stock by what I see by June or July still holds. If it doesn't come together by then--overall market conditions not torpedoing it as in a slump or recession--then I may reconsider my long position. But, I'm emotionally involvded now. It will be hard not to say, maybe one more industry or design cycle....... I just don't know and this is just my guess and rough stab at where we are at. Have I missed anything--oh yes, the buyout rumors????????? Hope not, right???????????????????????????? JB