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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 (7304)	3/10/1998 3:26:00 PM
From: Harold Engstrom	Read Replies (1) \| Respond to of 11555

C6 is doing all right if you can actually walk into a store and see some product. As far as contribution to the bottom line goes, we can only wait and see. It is unlikely that C6 will be anything but a wash this quarter as profits are probably being plowed back into the ramp up. Did anyone notice the pop in Altera lately? Altera is doing very well and that is good news for Clear Logic. The folks at CL seem very confident adn very pleased with the launch to date. When it was pointed out that they had started out on the lesser used line of Altera FPGAs, the company basically said, "Yep, that was the plan." I think everyone is going to be very surprised with what Clear Logic supplies to the bottom line in a few quarters. Of course, it won't take a few quarters for its impact to be noticed. No one is buing IDT for its current earnings (or past earnings). Everyone who buys this company is looking at 3-4 quarters out and at the gradual ramp of earnings that will enthuse investors. I think revenues will probably top $300MM per quarter within a year.