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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 (7488)	3/21/1998 7:25:00 PM
From: Hippieslayer	Read Replies (2) \| Respond to of 11555

I agree with your post Rob, but there is one thing that does concern me about IDTI and that is missing the mark in product launching. Fusion memory, from my recollection, was suppose to be revolutionary. But, the fall out in Sram prices and other introductions of sram sdram, etc killed IDT's product. Is Idt even makin fusion memory and if so, for what applications/products? Same scenario might go for the C6. I'm not going to argue that the C6 is an inferior product compared to the other offerings out there because i don't think it is, but while everyone is cutting prices, the outlook, imho, for the c6 doesn't look as bright as it did 2 or 3 months ago. I do think the C6 will have success, but I think it going to get squeezed a bit more now than I originally hoped. And idt will have to pray that ibm s successful in producing their chip. Next comes the graphics chip. Another late entry into a market that has seen prices drop dramatically. How there graphics chip will be received is really up in the air at the moment. Again, I hope it's successful. the final question is how IDTI is perceived by the street. The co. has divested itself from being a top heavy sram company into a more diversified chip company but is the street fully aware of this. When Len was on CNBC several months ago, I didn't get the feeling that it was well emphasized by Len or that guy who I really don't like, Mark haines? that IDTI has turned itself around 180 degrees. As far as owning IDTI, I'd like to see it between 12-13 but I this summer might again become a very nice buying op. if the market stumbles.