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

To: flickerful who wrote (7985)	4/23/1998 11:46:00 AM
From: Phaedrus	Respond to of 11555

One point that I thought was interesting on the call was that the winchipII is being sampled now and that at least one tier one manufacturer was sampling it. They also said that if they get a tier one account, they'd need to supply it with 350-700K winchips per quarter (which they'd use IBM for). I think Len said he expects to announce a tier one announcement by September - I dont remember exactly but he did say he expects to get a tier one account. Analyst aren't including this in their numbers and the company can't guide assumptions up because nothing is signed...yet. I wonder how confident Len is?