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

To: srvhap who wrote (8165)	5/4/1998 2:03:00 AM
From: Dave Kahn	Read Replies (1) \| Respond to of 11555

this is not good if its not worth 14 its not worth 10 Dave

To: srvhap who wrote (8165)	5/4/1998 9:12:00 AM
From: Charlie Tuna	Read Replies (2) \| Respond to of 11555

I may do the same ....IDTi will cycle at least 1 more time before moving "on".The K6-2 std along with some high volume shipments of the C6-2 will attract some investors...heck we may even see a real big rise like over 20.But before the rise IDTI will go lower on all of the price cutting of x86 cpus, you can get K6 233 for 90 bucks! So this low end shift has bumped the C6 into the no-end.This is good news for people wanting to buy the stock at a real low price .... Down the road what is wrong with IDT is the ramp in Oregon. For whatever reasons they totally screwed this up.They just did not seem to really believe in the C6 and did not aggressivley prepare to produce it. NOw the .35 ramp is allready behind with everyone moving to .25 so it is not the C6 development rate or Intel marketing that is going to keep hurting IDTi it is the crappy job of mfg in Oregon ...... So yes after the GREAT reviews of the C6-2 and a big tier 1 customer announcement I will SELL. because you just cannont ignore history... If they had done Oregon well it would be a different story.