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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 (8470)	5/21/1998 4:09:00 PM
From: OldAIMGuy	Read Replies (1) \| Respond to of 11555

Hi J, We must be near a bottom on IDTI and VLSI....... I'm almost out of cash!!! (This is a corollary to "I can't be overdrawn, I still have checks left!") Best regards, Tom

To: 5,17,37,5,101,... who wrote (8470)	5/21/1998 6:30:00 PM
From: Rob S.	Read Replies (1) \| Respond to of 11555

It looks like all the buys over the past few months have been at a price that is higher or no lower the current price - some comfort that insiders now have their own real money invested - (not that monopoly board game stock they are given for passing GO through lucrative stock options). I think this quarter will have few good surprises. Production will just be started at IBM and IDTI appears to be limping along on their own ramp - on tract with the weakened plan but nothing to crow about. I look at this as a turn around quarter that is likely to continue to be over-shaddowed by external events; INTC's new products and price drops, and concerns about general a slow down and Asia. IDTI will be selling the nearly dead-ended WinChip I (original C6) but at such a low price that the benefits will not register. The numbers could come in even worse than expected for this quarter but that is already factored into the stock price. An update from Brian is needed.