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

To: John Post who wrote (7154)	3/4/1998 6:52:00 PM
From: Bald Man from Mars	Respond to of 11555

<< INTC gives earnings warning --- Gee, did IDTI steal that big of a market share from INTC?!? GGG>> Indeed, IDTI is gaining market share in the sub-1000 PC. But too bad, it will be toasted with INTC tomorrow anyways.

To: John Post who wrote (7154)	3/4/1998 7:14:00 PM
From: Frank A. Ryder	Respond to of 11555

According to CNBC last quote on INTC was around 74 at 6:30. Don't think the damage will be all that bad tomorrow. Market should open quite lower, but when people get finished going over the details of Intel's warning they may come to the realization that conditions of the semi industry aren't all that bad and Intel's situation is somewhat unique due to pricing, competition etc. Of course the possibility of slowing in the uP market is a distinct situation which hasn't been fully discounted. If that's the case then all bets are off. Frank

To: John Post who wrote (7154)	3/4/1998 8:04:00 PM
From: Frank Povoski	Read Replies (1) \| Respond to of 11555

<Gee, did IDTI steal that big of a market share from INTC?!? GGG Ya the last new from IDTI: SANTA CLARA, Calif.--(BUSINESS WIRE)--March 4, 1998--Stronger than anticipated demand, particularly in OEM turns (orders from PC manufacturers to be shipped within the quarter), is expected to cause revenue and net income levels to rise sharply over our expectations for the first quarter of 1998, the company said today. "During the first two months of the quarter we have shipped over 5 million C6 processors which will result in over $300 million greater revenue this quarter. The shipments were due to a larger demand from our new OEM customers" the company stated.