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

To: 5,17,37,5,101,... who wrote (8194)	5/5/1998 12:59:00 AM
From: Rob S.	Read Replies (1) \| Respond to of 11555

There were some very large blocks traded today - an indication that the institutional investors have finally decided to clear out some of their holdings. The block trades to the downside are something to watch now to see where they take the stock. There is not enough interest from small investors to keep a floor under it for the short-term. IDTI could move to 9, which would be an extreme that should cause some buying. I expect several analysts to come in on the side of the thinking that Intel will be successful in migrating the market over to PII/slot I using the Wilted Celery strategy. AMD and NSM/Cyrix just don't cooperate to the extent needed to counter the marketing and manufacturing push being made by Intel. They and IDTI, (Glen Henry is on the right wavelength but is near powerless to be a major market influencer), need to mount an UNITED front in opposing Intel's' monopolistic ploys. It's getting to be crunch time folks as Intel sells their high speed/low performance 266 MHz Wilted Celery parts to the margarine maddened consumers. Promise them anything (like 266 Mhz class PII performance) and give them "Bingetel Inside". Intel's plan is to stall the market share from shifting to the competitive camp while they ready their embedded L2 cache PII for the end of this year and next. That series of parts will probably be real competition in the low-end to mid range market and at 0.25 um, migrating to 0.18 micron next year, will be relatively cheap, low power, etc. Building a slot 1 machine has come down in price more than I and many analysts thought was likely. It's still higher than socket 7 systems but not by that much to cause heartburn to many buyers. Regardless of whether things are truly as bad for their competition as the Intel camp would have everyone believe, it's likely to get uglier before it gets better. I continue to stay out of IDTI but will buy on further nasty dips for short-term trades - a lot depends on how I see the large blocks trading, as I won't try to get in the way of a stampede. I think this summer, unless some really great news hits, will see the low of around 9. That's lower, for obvious reasons, than my earlier guess of a low of 11.