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

To: Frank Povoski who wrote (7163)	3/4/1998 8:22:00 PM
From: Harold Engstrom	Read Replies (3) \| Respond to of 11555

Intel's bad fortune may be a boon for IDT. Lower processor prices mean more affordable PCs and more affordable upgrades which means more memory products, more logic products, more ATM products. IDT sells in all those areas. Intel's prices will still be higher in the area that the C6 and C6+ are selling against. And, Intel's revenue shortfall does not mean IDT's revenues will be down. IDT's revenues will be up significantly. Good post Frank P - very creative!