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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 (7562)	3/26/1998 9:42:00 AM
From: William B. Kohn	Respond to of 11555

Excellent Post, I concur. Next year 5MM parts would be about $300M in sales for Centuar alone. All things said, this stock is going up big time. When you add in CL we will see the majority of business next year from products which were only on the drawing boards twelve months ago. This is an impressive payoff on an R&D investment. I may be an optimist but this stock will be a winner. Imagine what could happen if Brian no longer had to wear both the investor and financial hats he's wearing today. Willyb

To: Harold Engstrom who wrote (7562)	3/26/1998 11:08:00 AM
From: Steve Lewis	Respond to of 11555

Regarding: <If IDTI loses some bids to QED that is better than losing them to someone else with no relationship to IDTI> Good post and I agree with your reasons for optimism. Since QED is private and a nontraded public stock (right?), perhaps there is an IPO in our future. Has there been any mention to date on a potential stock offering? It probably the best way for the owners to reap truly big bucks. (I am not trying to start a self-serving, false rumour) Steve