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

To: Hippieslayer who wrote (7290)	3/10/1998 8:38:00 AM
From: Frank Povoski	Read Replies (1) \| Respond to of 11555

This is typical market action we are seeing. Do you remember Oct 97 when the world was coming to an end. Guess what it hasn't. And just because a few companies have unique problems, does not mean all companies are suffering. Compaq stuffing the channel last quarter. Intel over aggressively cutting prices and it blowing up in their faces, Cypress still on 6-inch with SRAM and losing money on every part. HWP and Dell have said they are OK. AMD and IDTI selling every part faster than they can make them. Sure there may be problems but not with all. I am still waiting for a call from IDTI IR (hi Marie) to see how things are. Anyone talk to Brian or others lately at IDTI?