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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 (7419)	3/17/1998 3:05:00 PM
From: Frank Povoski	Read Replies (2) \| Respond to of 11555

Rob, Glad you are back!!

To: Rob S. who wrote (7419)	3/17/1998 10:53:00 PM
From: AJBurl	Read Replies (1) \| Respond to of 11555

Rob, I agree with most of your points, yet I have one question. When AMD announced their agreement with IBM, many analyst said AMD gave too much away in order for the use of the fab. If IDTI is selling their chip so cheap, it would be interesting to know how much margin they are losing by using the IBM fab. Also, you mentioned in your post that you were "very long." I know I am being curious, yet how long is long for someone who is so knowledgeable of IDTI?