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

To: flickerful who wrote (7392)	3/16/1998 4:48:00 PM
From: Phaedrus	Read Replies (1) \| Respond to of 11555

I tend to agree w/ you Randy- Do you know when they will be reporting? Thanks.

To: flickerful who wrote (7392)	3/16/1998 8:05:00 PM
From: Rob S.	Read Replies (1) \| Respond to of 11555

IDTI has product ramping, which is very important, and ramping costs, which will offset ramping sales and earnings according to earlier statements from management. Analysts have been told that this is expected to be the 1st qtr in which the C6 contributes over 10% to sales but also to expect increased costs due to ramping of production. The net result is expected to be flat earnings. If that is the case or even if IDTI reports a loss of a few pennies but counters that with a glowing report of a fast ramp in manufacture and marketing of the C6 and other new products, I don't expect the lower earnings would be negative. No one should be in a mood to dump on the company if they are building the printing presses to crank out money at a faster clip as long as that currency is broadly accepted. I wish I had some fresh input from Brian or someone else about how well overall sales are going and how the product ramps are likely to effect earnings. The one thing that remains the driver is how rapidly IDTI is able to ramp production and how high of yields they are achieving. Given that they should be able to sell out their production for at least the next several months, yields and qty. will fuel the sales and earnings picture. If those things are looking good, then quickly plowing the money back into more fab capacity, employees, etc. will be considered prudent business that will net higher asset value to shareholders. If a lot of investors anticipate a large jump in sales and earnings this quarter, then watch out bellow. Baby steps.