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

To: Hippieslayer who wrote (6762)	2/17/1998 2:45:00 PM
From: Rob S.	Respond to of 11555

OK, I didn't know that this was the SexGate thread. We should put politics aside and pay attention to the stock. A little energy put into a few phone calls might answer some of the lingering questions that have been discussed on this thread. Are everyone's phones disconnected? Where is the "investigative reporting" into IDTI that we have done in the past? Qs. What company invested in Centaur during the early going and are they likely to build the C6? If so, how will that impact IDTI? Are they a possible fab partner? Qs. Any new word on yields and production rates on the C6? Qs. How well is CLs product being received by OEMs? What is the projected ramp rate? Are projections of sales of $20 million in '98 realistic or conservative? When will they likely come out with new product conversion families? Qs. How well is the WebTV MIPs parts selling? Are projections (by WebTV) for 1 million qty. this year doable? Qs. How are this qtrs. bookings going? Are ASPs holding up? What effect are the Asian SRAM duties going to have (probably minor, but?)? Qs. Is IDTI likely to sign a fab agreement for the C6? If so, when? I wouldn't expect complete answers on many of these questions, but I think that there is plenty of stuff that can impact IDTI that is left hanging. It would be great if we got some answers to these questions by calling around to CL, IDTI, and doing some on-line research. A clearer picture on this stuff may get us a jump on the events and analysts opinions that can drive the stock price (~45% institutional ownership and 14% insider ownership = a lot of influence is into analysts hands).