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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 (7512)	3/23/1998 1:58:00 PM
From: Rob S.	Read Replies (1) \| Respond to of 11555

There shouldn't be too much additional cost for marketing/sales because IDTI is primarily using their existing sales force and is not doing extensive consumer level advertising. A portion of the ramp-up costs will not be expensed. The facilities cost should be amortized out but the costs of hiring new people will have to be expensed. Brian said a while back that IDTI felt comfortable with the street estimates but did not expert a large surprise to the upside. Production rates, etc. seem to be pretty well in line with what was expected, so I don't think there should not be much down-side risk to that still being the case. What I expect is a good, solid growth quarter that helps to lay the groundwork for further growth later this year and next but no big surprises.