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

To: Medisco who wrote (7338)	3/11/1998 7:12:00 PM
From: Rob S.	Read Replies (2) \| Respond to of 11555

That projection fits with somewhat with what I have heard and what has been reported before on this thread. My understanding is that they will be at a run rate of about 100k to 150k per month, not per quarter by the end of this quarter. That may still fit with what you found because although IDT may be at that rate by the end of the quarter, at the first part of the quarter they were at a lower rate. I heard that during June quarter they expect to produce about 250k; this fits your understanding of 2.5x this quarter. In terms of the available market, IDTI is hardly even in the game. That is great from the perspective of how much room there is to expand sales. Did you hear anything specifically about the yields?