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To: Andrew Vance who wrote (14169)	5/29/1998 8:09:00 AM
From: wlheatmoon	Read Replies (2) \| Respond to of 17305

AV-- Look at CNTO this morning. Might give you a chance for mini-ENMD kind of play. Just a thought. mike

To: Andrew Vance who wrote (14169)	5/29/1998 9:37:00 AM
From: Alastair McIntosh	Read Replies (1) \| Respond to of 17305

Andrew, re: IDTI. I have a small position in IDTI and am considering adding to it as I believe they have the right product/price combination for a small but growing market in low end low cost processors. However rumors abound concerning their ability to ramp up production quickly enough if they get some large OEM orders. Do you have any views on their alleged production problems, specifically at their Oregon facility? On a related issue it appears that domestic demand remains strong. dismal.com From an analysis of the Commerce Department's release of 1st Q GDP numbers yesterday: Business investment expenditures continue to be led by computer equipment purchases. After adjusting for the steep deflationary trend, the contribution of such purchases to real GDP growth jumped 109%, on an annualized basis. All other components of equipment investment were positive contributors to growth, but at substantially slower rates. Business investment in buildings fell in the first quarter, as the focus continues to be on productivity-enhancing equipment. Al