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

To: Jim Oravetz who wrote (8354)	5/15/1998 1:39:00 PM
From: BigBull	Respond to of 11555

Jim: "Kurlak the Impaler" is back Whew! What a ghoul this guy is! "DRAM style microprocessor war"? Ugh. Anyway here's more detail for those who care/dare to look: biz.yahoo.com That's the bad news. The good news is that Bob Gabele is starting to notice insider buying coming into semi's and pc component manufactures. Jackson is onto this phenomenon. I will try to post what I see going on with these insiders. This is so typical - insiders buy when Wall street issues their sell orders and blood is in the streets. I still own a tiny piece of this one. So tiny, in fact, that my gut doesn't churn even a little.

To: Jim Oravetz who wrote (8354)	5/15/1998 5:45:00 PM
From: Rob S.	Read Replies (1) \| Respond to of 11555

This is what I saw coming three months ago and was a major reason for my bearishness on the semi and tech stock sector. The demand for uPs will be something like 100 million parts over the next year but the supply will exceed that by up to 1/3. At the same time the difference in performance between the low end and the higher end parts is collapsing. That will result in a major reduction in Intel's fat (down to 56% last qtr) margins. IDTI has not benefited from having a large percentage of business in the X86 uP market so they will not be negatively effected nearly so much (if ya aint got nothin, ya got nothin' to loose). Still plenty of upside for IDTI even at 25%-50% margin, which will still be fat relative to the size of the market and margins on most other IC categories.