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: tom jones who wrote (7635)	3/31/1998 11:21:00 PM
From: Rob S.	Read Replies (1) \| Respond to of 11555

The 22nd sounds right but I don't have the fax announcement in front of me. Communications will remain very important for the next few quarters. This is one of IDTI's strengths and will be very useful as they move forward. (The PC is dead!, long live the network(communications)). Cisco should be no major problem for IDT. The quarter could probably be better but should not be bad. IDTI has plenty of time to line up an OEM before they use up their planned capacity. They won't really need to have one until the end of the year. I am fairly confident that IDT will have at least one major OEM as a customer for the C6+ by the time they need it to soak up production. There is no direct tie-in between IBM being a fab for IDTI and their being a customer. The IC group has done deals with Cyrix for a couple of years and has yet to do very much with their chips in their own systems except for in Canada. I think the reliability and strong ties that Glen Henry has with Big Blue will help to land IBM as a customer but it is no guarantee.