Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: AJBurl who wrote (7571)	3/26/1998 10:28:00 PM
From: Rob S.	Read Replies (1) \| Respond to of 11555

Thanks for the post on Montgomery's analysis. The earnings should have little impact, even if they come in 2-3 cents shy of the street estimates as Mont. indicates. Most investors will be focused on the new products rather than immediate earnings. Still, this can take some of the bloom off the rose because some investors may be expecting better than forecast earnings. I plan to participate in the conference call and will be paying close attention to the content and mood of the call. I'm sure there will be a lot of questions about the plans and ramp of the C6 and other products. The 3D graphics product should be introduced by early next quarter unless IDTI has figured out that the graphics market has moved beyond their design or they would not be price competitive. News of that product could add some upside to the stock.

To: AJBurl who wrote (7571)	3/27/1998 12:31:00 AM
From: Medisco	Read Replies (1) \| Respond to of 11555

Did Montgomory,s report on IDTI posted during the Market or after the close? Also, I could not find this news while searching under IDTI. Thanks

To: AJBurl who wrote (7571)	3/27/1998 7:49:00 AM
From: Marci L	Read Replies (1) \| Respond to of 11555

AJ, I don't know where you heard or saw that Montgomery cut the estimates for the quarter.I called my broker over there and he said that they haven't made comments since Mid- Feb. Please elaborate on what you heard! thanks in advance.

To: AJBurl who wrote (7571)	3/27/1998 7:51:00 AM
From: Harold Engstrom	Respond to of 11555

AJ, Cannabalized from the ALSC thread: zdii.com According to analyst cited in the article, SRAM prices have stabilized over the past 3 months. Maybe if SRAM is contributing the lowest percentage of revenues ever, this a comment more on the company's success at ramping up other products than at low SRAM prices. Also, with the new fab ramping up is it possible that SRAM is being made at 0.25 or 0.28 and IDTI is reaping greater margins? Anyone know? How reliable is Montgomery? What analysts are the most reliable analysts of IDTI?