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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 (9096)7/6/1998 9:08:00 PM
From: Scumbria  Read Replies (1) | Respond to of 11555
 
At any rate, why talk about things that are several quarters out on the horizon as if it were a current reality and problem?

Rob,

I feel if IDT is to be successful long term, they will have to pursue integration very aggressively. C6+NB is a start in that direction, but is likely to be inadequate against MXi or Mendocino/Whitney platforms, both of which include graphics and audio.

Scumbria



To: Rob S. who wrote (9096)7/6/1998 10:15:00 PM
From: Xianming Liu  Read Replies (2) | Respond to of 11555
 
SmartMoney today has an article on IDTI, which may partially answer the pro and con between the approach taken by NSM and IDTI. Here is the link: smartmoney.com


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