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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 (8505)	5/26/1998 9:25:00 PM
From: Harold Engstrom	Read Replies (2) \| Respond to of 11555

You know, there might be some benefit in giving IDTI's management the benefit of the doubt. Let's face it, the C6 might have had some great demand last quarter and they still might be able to sell as much as they can make at the current price. But, investing in ramping the C6 up probably would now be wasted. The C6+ and future generations is where the imminent future is. The C6 was an excellent learning experience and now IDTI can tackle bigger fish. Everyone in SRAM and logic has been losing money. IDTI is not. There is much in IDTI's pipeline.