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

To: Rob S. who wrote (6913)	2/20/1998 11:11:00 AM
From: Hippieslayer	Read Replies (1) \| Respond to of 11555

Who wants to bet that IDTI will trade down all day and then come roaring back within the last two hours of trading? I post my question as a rhetorical question. I'm unfortunately tapped out.

To: Rob S. who wrote (6913)	2/20/1998 2:35:00 PM
From: Steve Lewis	Read Replies (1) \| Respond to of 11555

<that the stock will reach 30 between now and the end of '99. Any thoughts?> 1) The view of IDTI over the 98/99 timeframe is a must because of the 4 year semi cycle. I am a relatively unsophisticated fundamental analyst for the semiconductor industry though I've noticed and and am expecting a continuation of a rough 4 year cycle. The last peak was 9/95. (most semi stocks rose during 1994 into 1995 with a pretty good jump up near cycle highs---there are of course exceptions) 2) IDTI went from 8-10 to 32 at it's high (after splits) in the semi cycle mentioned above. 3) It's quite possible that this semi boom/bust cycle ends early or late but many of the stocks are still 50-85% off of their highs. There are many other factors that would change a particular stock's performance going into a new round of products and market scenarios. 4) The most bullish thing for me are the Asian problems with the Koreans seemingly no longer able to finance long term, negative (money-losing) and uneconomic DRAM and SRAM production. (maybe overall demand may catch up and surpass supply, at least temporarily) 5) The most bullish thing for me regarding IDTI is the product diverification mainly into the x86 component market (80 Million parts/year!) as exemplified by the IDTI CEO's remark (reported by Lehman) that they are entering markets that are 3X and 15X the size of their previous ones. The high could go to 50-75 (100?) if they hit a home run and Intel doesn't kill/eliminate their business in this area. It will take some time and new foundry partners will be among the signs that the industry is starting to adopt the IDTI "architecture" approach. Short term @ 6 months--who knows? (IMO.... 30 high 11-low) Steve

To: Rob S. who wrote (6913)	2/21/1998 12:09:00 AM
From: Gordon Quickstad	Read Replies (2) \| Respond to of 11555

$30 in 18 months? Very possible, but IDTI is living in the shadow of Intel which will make it a volatile ride. On the up side, IDTI may have a fantastic opportunity to capitalize on AMD's yield problems. Also, the C6 may well turn out to be a chip of choice for portable applications. On the down side, they start to run into the socket 7 obstacle of 300 Mhz and the non-dedicated cache bus (although that may be solved by internal cache). Also, they are at the mercy of Intel's announcements. But, the company taken as a whole with all its projects, leads me to believe that $30 is very doable.