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

To: flickerful who wrote (7397)	3/16/1998 8:37:00 PM
From: Rob S.	Read Replies (1) \| Respond to of 11555

Well . . . I feel timid about it because what I know is up to date only to about three or four weeks ago. I haven't had any new information about how well the ramp and yields are going. What also worries me a bit is how much uP prices have already come down and how agressively Intel, NSM and AMD are planning to ramp production of 0.25 um parts toward the middle or end of this year. Still, if IDTI meets their targets for the production ramp and has as high of yields as they have indicated (60+%), they will make decent profits on every part they sell. If, if if. I'm not ready to throw out those guesstimates but have some questions to ask of IDTI to confirm them.