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

To: Xianming Liu who wrote (7390)	3/16/1998 3:29:00 PM
From: Rob S.	Read Replies (1) \| Respond to of 11555

No, I haven't talked with IR recently. I did not get the sense of any nervousnous over SRAM pricing. Some softness was seen in the telecommunications sector, but it was too early in the qtr. to tell. The earnings are expected to be about flat with last qtr. I don't think that the market will focus on the immediate earnings unless they are dramatically different than the current forecasts or the numbers are taken as an indication of some deeper problem.