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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 (8452)	5/20/1998 1:39:00 PM
From: Phaedrus	Respond to of 11555

Jackson, You're right about that. That's the big if. If they can get 'em out the door in quantity we'll be OK. Jim, Its supposed to have fewer mask layers than the K6, I think, which should mean less cost per wafer, and it will have more die per wafer. As something becomes commoditized, you want to be with low cost producer. I think we are with IDT. They are carrying the cost of the Oregon fab, so any business that comes out of there will help the bottom line. At least that's what I'm hoping....