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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 (7337)3/11/1998 5:22:00 PM
From: Medisco  Read Replies (1) | Respond to of 11555
 
I had a lengthy conversation yesterday with one of the manager at IDTI, I am sorry that I am not a technical person therefore, it is hard to remember his explanation of increasing the production line of the C6 & C6+. However, I concluded that IDTI are well positioned to increase their production starting the June quarter and beyond. This quarter they will ship between 100,000 to 140,000 chips and 2.5 times for the June quarter. If everything goes well as planned they could reach 1,000,000 by December quarter.
Another good news is that by June quarter, IDTI's SRAM could represent only 20% of their revenue.

In a conclusion, I felt that people are excited at IDTI and committed to take advantage of the Sub $1000 computer and IDTI is aiming at being the alternative choice for Intel. Ofcourse only time could tell.