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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 (8242)	5/6/1998 11:32:00 PM
From: Xianming Liu	Read Replies (1) \| Respond to of 11555

Jackson: In some way, IDTI's performance on both CL and C6/C6+ are similar: both are trying to catch a moving target. In X86 business, Intel is the one who define the standard and price. Given Intel's manufacture and market muscle, it is tough to beat or catch up with Intel. In some way, IDTI is smarter than AMD. IDTI is only trying to gain some market on low-end PC while egromanic Jerry Sander of AMD is trying to beat Intel. The primary risky on the low-end market is the that product may become out of dated so that the cost cannot be recovered. At the current market conditions, it is hard for me to believe that IDTI would drop below $10. If one takes out the C6/C6+ and CL business, IDTI and CY probably are about same. Since CY has been traded between $9 and $10 range for quite sometime, it is hard to imagine that C6/C6+ and CL business are worthy only about $1. Of course, if the tech sector declines significantly, IDTI will probably drop below $10.

To: 5,17,37,5,101,... who wrote (8242)	5/7/1998 12:28:00 PM
From: Charlie Tuna	Read Replies (2) \| Respond to of 11555

Well Jackson according to your standards I am an idiot. Anyone who is "SURE" IDTI will not retrace must allready be in.....de nile is not a river....A month ago anyone predicting 11 would have been an IDIOT .... pretty dam right IDIOT but an IDIOT non the less. Charlie the IDIOT Tuna

To: 5,17,37,5,101,... who wrote (8242)	5/7/1998 5:29:00 PM
From: OldAIMGuy	Read Replies (3) \| Respond to of 11555

Hi J. Using the Michael Murphy method of adding to the eps the R&D expense per share, IDTI has about $3.15 per share total. He uses this value in calculating something similar to P/E but in this case it's P/(E+R&D). In IDTI's case it's equal to about 3.5. He says that anything under about 6-7 is undervalued. MM says that tech stocks, because of their heavy expenses in R&D can't be assessed properly by using P/E. Personally, I like his thinking and in the case of IDTI, it says that their stock is cheaper than NSM or AMD, although all three are relative bargains by his definition. Best regards, Tom