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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 (6683)	2/14/1998 10:11:00 PM
From: flickerful	Read Replies (1) \| Respond to of 11555

jb... you might add this note from the lehman report, referring to the advertising/marketing plan in the works. it is designed to clarify for the street, as well as potential customers, i imagine, the direction in which idti is headed...presumably, this is critical because idti has literally reinvented itself. however, it may need to sound off about various products lest its newfound diversity appear to be a diffusion of efforts, and lacking the focus they want to emphasize.... randy

To: johnny boy who wrote (6683)	2/14/1998 10:15:00 PM
From: William B. Kohn	Read Replies (1) \| Respond to of 11555

Great post, summing up the overall situation. Over the past six months I've grown IDTI to become the largest (by far) position in my portfolio. I have held IDTI for about 18 months, but added much more when we hit below 10 recently and saw the insider action. Having 18K shares in stock and option equivalents is overwhelming large for me. I too believe that if we are too see the magical breakout we should see it before midsummer. Recent strength (both in price and volume) makes me giddy and I don't always think rationally when I'm giddy. I'd love to be right. Someone both here and at Yahoo alluded to yields being at 60%. Is that verified for C6 yet. When do we see updates on the winchip page which highlights either higher speed devices, 25 technology, or the c6+. willyb