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

To: Rob S. who wrote (8421)5/19/1998 3:23:00 PM
From: Steve Lewis  Read Replies (1) | Respond to of 11555
 
Rob S.,

<For every part they make for
Cyrix, they get to keep one part to sell as an IBM uP.>

Thanks for the clarification. Maybe IDTI can read between the (.25)lines and develop a similar arrangement (or it is already in the works).



To: Rob S. who wrote (8421)5/19/1998 4:13:00 PM
From: James Luk  Read Replies (1) | Respond to of 11555
 
Hi Rob,

Do you think the IBM price is competitive? It looks high to me. What is the impact on IDTI and NSM? Any idea.

Thanks



To: Rob S. who wrote (8421)5/19/1998 4:32:00 PM
From: Michael D. Christian  Respond to of 11555
 
Is this the SRAM situation revisited? With all the incoming competition showing up, is IDT facing the same situation that drove them away from commodity SRAMs? Or will the market lift all players due to demand? Any ideas on the large volume moves at the end of the day?

Have been with these guys up and down since 1996...........


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