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

To: Medisco who wrote (9048)	7/1/1998 4:44:00 PM
From: Rob S.	Read Replies (1) \| Respond to of 11555

Not such a big deal, the parts they have shipped are WC 1s not the WC 2s. It's nice to see them moving some of the low margin WC 1s to a second tier account but that alone won't hardly bail out the situation. They need to be ramped on 240 & 266 Mhz WC 2's at high volume or they are just joking around with investors - they won't make that much on WC 1s or 225 Mhz speed grade parts. The 240 Mhz WC 2's might be profitable enough to make a difference to the bottom line if they sell enough of them. -- Still waiting on some news that IDT knows how to produce Ups.

To: Medisco who wrote (9048)	7/2/1998 4:45:00 PM
From: Laker	Read Replies (1) \| Respond to of 11555

<<I talked to IDTI today, they have already shipped processors to the announced OEM, also, the computers are already selling at Frys. >> I was going to ask if the Intel-type processors are now going into any body's PCs. It appears that the answer is yes. Which manufacturer or under which brand name are they? Have any other supply contracts been signed? is there an inventory building of unsold processors. What is Frys? How many stores? Where are they located. Not in my 'hood, obviously. thanks.