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

To: Harold Engstrom who wrote (7548)	3/25/1998 3:57:00 PM
From: Rob S.	Read Replies (1) \| Respond to of 11555

IDTI only owns a small piece of QED as I understand it. This is a bit of a blow to IDTI because they pioneered the use of QED designed MIPs parts in the WebTV box. I hope that the QED relationship is the last that we see in which IDTI helps to create their own worse competitor. GI is a big win because they have great influence in establishing standards, defacto or official, in the industry. IDTI should be very much in the game to get new business but having QED as a fabless competitor does not help.

To: Harold Engstrom who wrote (7548)	3/25/1998 5:02:00 PM
From: Joseph E. Caiazzo	Respond to of 11555

I have a vague memory that IDTI licenses a MIPS chip from SGI. Does anyone know if this is true? or am I having a distorted flashback? JEC

To: Harold Engstrom who wrote (7548)	3/25/1998 5:09:00 PM
From: BigBull	Read Replies (3) \| Respond to of 11555

40% to be precise: Thanks to your and Charlie Tunas heads up I went over to the IDT '97 annual report and scrolled down through a whole lot pages to find that IDT owns 36% of QED and that an unnamed director and stockholder owned 3.6%. Do you know if the 3.6% guy is Berg. Wouldn't that be cute? Any chance of IDT manufacturing the the QED part for GIC? I don't know. I beginning to feel like I'm watching an elaborately staged play. Could be wrong, though. What do you think? I am now a dues paying member. Kevin