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

To: To_A_Million who wrote (8076)	4/28/1998 11:49:00 AM
From: Rob S.	Respond to of 11555

Thanks for the comments. IDTI has a good chance of turning more interesting by the end of this summer. Intel is making a lot of noise (backed up by their immense mfg. and marketing muscle) that they are gaining market share in the low-end PC segments. That sort of diatribe has some fact and probably some wishful thinking behind it. But the net effect is falling prices and stiff competition that will cloud IDTI's prospects for a while. The basic formula hasn't changed that much; the equation is still making quantity of WinChip parts at low cost and selling them at around 40%-50% gross margin. When the performance towards that plan is known, the earnings will start to fall into place and the stock price will rise. Stay tuned to see how the battle progresses.