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

To: FJB who wrote (7695)	4/2/1998 10:37:00 PM
From: Rob S.	Read Replies (1) \| Respond to of 11555

Thanks Robert. You may want to tract IDTI this year - it may be able to leverage things a bit more than NSM/Cyrix.

To: FJB who wrote (7695)	4/2/1998 10:48:00 PM
From: Rob S.	Read Replies (1) \| Respond to of 11555

Here's an interesting trade journal- Semiconductor Business News everyone may want to bookmark; techweb.cmp.com

To: FJB who wrote (7695)	4/3/1998 11:43:00 PM
From: Mason Barge	Read Replies (1) \| Respond to of 11555

Bob (how's it going?) - thanks for the CMP link, I hadn't seen it. Did you see all the news? Intel is apparently pushing out a VERY large amount of fab equipment for sub-$1000 PC chips. Right now, it looks like they are going to abandon the field for AMD/Cyrix/IDTI. Funny, the C6 may be the big winner here, with SRAM a hanger-on. Anyway, I really like the way this is shaping up, this issue is CHEAP and you can't say that about many issues on the overhot NASDAQ,