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

To: Harold Engstrom who wrote (8510)	5/27/1998 10:44:00 AM
From: Rob S.	Respond to of 11555

What I understand is that IDT hasn't had enough equipped fab lines and enough skilled techs to run them. They built the Oregon facility at a cost of hundreds of millions and then the market went south. Then they pushed back equipping much of the floor space until they had something profitable to run in it. When they turned to the C6, the fab was not ramped for volume production to nearly the scale needed. Call it start-up problems or whatever, the bottom line is that they haven't produced much out of the new facilities up until now. To be fair about it, we need to get an update from IDTI on how well the ramp is going. Maybe they have started to crank out parts more in line with earlier projections.