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

To: Medisco who wrote (7232)	3/6/1998 1:32:00 PM
From: Edward Leinbach	Respond to of 11555

Bull case: The news out from AMD a few days ago is nice. Now they will have lots of extra cash so they can continue cranking out x86/socket 7 chips. They are planning to raise about 1 billion by selling more stock. A number of sources still claim that PC demand is not waining , just an inventory adjustment & lower ASP for intel right now. Step back & ask yourself , why would PC demand be weak , more users than ever & cheaper PC's than ever. In the not to distant future a home PC will be needed for any & all high school students. Even lower income families will shell out the 500 bucks to get a home PC on credit. IDTI continues to move toward higher margin markets. Intel can not sue IDTI based on the Winchip design because they use a substantially different approach. There will not be a glut of x86 CPU's because few if any companies are able to physically produce them at a profit. IDTI will be one of the profitable manufacters . Bear case : Lets hope Tom Kurlac is not right claimng that semi-companies will see new lows this summer & fall. IDTI would certainly be dragged down also. Lets hope that no PRODUCTIONS problems surface at IDTI. That would be a big bummer a la AMD. Lets hope the c6+ comes out up to snuff & is easy to produce. Lets hope IDTI is successful at its continued move to .25 micron production & down the road to 12" wafers as well. Pick a side or go to 100% cash. PS. I find it hard to state the bear case adaquately , & boy yesterday was scarry.

To: Medisco who wrote (7232)	3/6/1998 1:43:00 PM
From: Bald Man from Mars	Respond to of 11555

<<Good luck on your strategy, and I wish you the best.>> Thanks for wishing me good luck, I need it. The other strategy that is valuable, is do the opposite of what I do, it usually well very well...